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Solstice Wealth (Formerly Art of Finance)
Your trusted partner for comprehensive financial planning and investment strategies in Austin.
5(5 reviews)
Business
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Your trusted partner for comprehensive financial planning and investment strategies in Austin.
Solstice Wealth, formerly Art of Finance, is a premier financial advisory firm in Austin, TX, dedicated to helping individuals and couples achieve their financial goals. Led by experienced professionals like Philip and Julia, we offer personalized financial planning, investment management, and retirement strategies. With a 5-star rating and a compassionate, client-first approach, we simplify complex financial concepts to empower you with confidence and clarity for a secure future.
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Customized plans to manage budgets, savings, and long-term financial goals with expert guidance.
Professional portfolio management and investment strategies tailored to your risk tolerance and objectives.
Comprehensive strategies to secure your retirement, including savings and income planning.
Advice on selecting and implementing life insurance policies for financial security and peace of mind.
One-on-one or couple consultations to address financial uncertainties and create actionable plans.
My wife and I started with Philip as our Financial Advisor seven or eight years ago after some great friends recommended him. He has been tremendous with us along with his wife Julia. We would not be where we are today in our Portfolio and investments without Philip. He exceeded our expectations and continues to do so. I highly recommend him for any and all investment / financial planning.
Philip and Julia are easy to work with and worthy of our trust and business. My husband and I wish we had found a CFP as soon as we married; we would be much better off financially if we had jumped right into a financial plan and investing versus feeling unsure and stuck. Furthermore, Philip gave us guidance that helped us get life insurance in place, which is key to our financial security. If you're feeling lost or stuck, they can help!
My wife and I went into this not knowing what to expect in terms of how to handle our money beyond basic checking, savings, and credit card accounts. However, with Julia, Philip, Helen, and Kara's help, their warm, inviting approach to personal money management gave us the confidence we needed not only to pull our minds out of the weeds of uncertainty but to get a clear, big picture of where our money actually goes each month. It's truly refreshing to get such thorough, compassionate help through our sessions and notes knowing we are investing in ourselves along the way. Overall, both of us highly recommend even just getting a consultation from The Art of Finance knowing they put your money needs first.
Julia, Phillip, and Kara patiently guided me from being fearful of handling my money to ever-increasing confidence and competence in all aspects of budgeting and retirement planning. Their expertise, empathy, and synergy as a team are an incredibly effective combination. I warmly recommend Art of Finance to anyone looking to gain lasting insights and make fundamental changes to their personal financial life.
My husband and I have met with both Julia and Philip in two separate Zoom calls to talk about our retirement plans. We both came in with some knowledge but not enough to make confident decisions. It's amazing how both can explain complex financial concepts to just the average Joe. We both don't have a financial background, yet we walked away feeling more confident about our future and decisions. I have recommended friends to use The Art of Finance! We'll be back if we need financial advice again. Thank you, Art of Finance, for being so awesome!
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