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 is the founder and managing principal of Solley Financial Services. He has over 18 years of experience in counseling individuals on retirement planning and investment issues. 

Robert A. Solley,  Wealth Management Specialist

 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. (Pictured below)                         

 Mary Solley with two of their three sons