Dave Ramsey + SolarisPWM = You

The Company


  • Fee-Only Registered Investment Advisor.
  • Founded in May, 2006.
  • Account custodian is Schwab Institutional.
  • Offers account solutions for all levels of clients.
  • Low asset management fees.
  • Provides holistic approach to financial planning.
  • Motto: “Planning for your tomorrow.”

The Investment Advisor


  • Over 30 years of investment experience.
  • Worked for Morgan Stanley from 2002-2006.
  • Worked in accounting for Fortune 500 companies for the first 10 years after college.
  • Founded Solaris Private Wealth Management in May, 2006.
  • Fiduciary.
  • Believes that a well-diversified, low-cost portfolio achieves the greatest success for clients.
  • In addition to investment management, helps clients with all aspects of their financial lives.
  • Married with two beautiful daughters.

Schwab Institutional


  • Division of Charles Schwab & Co.
  • Largest RIA custodian with $1.2T AUM.
  • Provides SolarisPWM clients with statements, online access, and year-end tax documents.



Providing unmatched integrity and knowledge when helping our clients achieve their financial goals.


Contact Information

Solaris Private Wealth Management

6500 River Place Blvd.
Building # 7, Suite 250
Austin, Texas 78730