Our Firm

Solley Financial Services is an independent Wealth Management firm located in Alpharetta, Georgia. Our firm was founded with the goal of providing financial advice that was not driven by biased, proprietary products but rather the result of strong research and independent guidance. Today we serve clientele all across the country, helping them protect and grow their wealth.

The SFS team consists of dedicated & experienced financial professionals that have worked with thousands of clients with varying objectives. We also have long-standing strategic relationships with leading attorneys, CPA's, realtors and mortgage brokers to assist in all aspects of financial & estate planning. We are privileged and honored to assist some of the most respected and established individuals and companies throughout Georgia and across the United States.

Robert Solley

Robert Solley is the founder and managing principal of Solley Financial Services. He has 20 years of experience in counseling individuals on retirement planning and investment issues.

Robert holds the following licenses/credentials

  • FINRA Series 7 General Securities Representative
  • FINRA Series 63 Uniform Securities Agent State Law
  • FINRA Series 24 General Securities Principal
  • FINRA Series 4 Registered Options Principal
  • FINRA Series 51 Municipal Fund Securities Limited Principal
  • FINRA Series 65 Uniform Investment Advisors Law Exam
  • Georgia Real Estate Salesperson's license
  • Georgia Insurance Accident and Sickness
  • Georgia Insurance Life License
  • Georgia Insurance Variable Products License
  • Investment Advisors Representative - SMH Capital Advisors
  • Accredited Wealth Management Specialist

A graduate of Western Michigan University, Mr. Solley's focus is on investment planning to achieve client-specific income and growth goals. He is also skilled in insurance, real estate, retirement planning, and estate planning.

Robert takes time to educate and inform investors by actively communicating with them, and providing the personal attention appropriate to each client's unique needs and appetites. Mr. Solley has a strong commitment to continuing education and regularly attends meetings and seminars throughout the country to enhance his skills.

Robert resides in Alpharetta, Georgia with his wife, Mary, and their three sons.