Soltis Advisors Adds Tax Firm in Strategic Push for Integrated Wealth

ST. GEORGE, UT – April 07, 2026 – Soltis Investment Advisors, a prominent Registered Investment Adviser (RIA) with approximately $13 billion in client assets, has announced a significant expansion of its services by adding GDM Private Financial Solutions. The move integrates GDM’s specialized tax and accounting expertise directly into Soltis's wealth management platform, reflecting a powerful trend reshaping the financial advisory landscape.

The addition, led by GDM founder Alan Dance, creates a new affiliate, Soltis Tax Solutions, LLC, and is a direct response to what the firm identifies as growing client demand for a single, coordinated partner to manage both wealth and tax strategy. This strategic integration aims to position Soltis as a more comprehensive, “one-stop-shop” for its clientele of individuals, families, and businesses.

The Rise of the 'One-Stop-Shop' Advisor

Soltis’s decision is a prime example of a broader industry consolidation where the lines between wealth management, tax planning, and accounting are rapidly blurring. For years, the standard model involved financial advisors referring clients to external CPAs for tax matters. This siloed approach is increasingly viewed as inefficient, often leading to fragmented advice and missed opportunities for strategic alignment.

Market research underscores this shift, revealing a significant increase in clients who prefer a unified advisory model. High-net-worth individuals and business owners, in particular, are seeking simplicity and synergy in managing their complex financial lives. They no longer see investment returns in isolation but as one component of a larger picture that includes tax minimization, estate planning, and cash flow management. This demand has put pressure on RIAs to evolve beyond their traditional roles. Firms that fail to offer integrated services risk being outmaneuvered by competitors who provide a more holistic and convenient client experience.

By bringing GDM’s 11-person team of tax and advisory experts in-house, Soltis is moving from a referral relationship to a fully integrated operational model. This allows for a proactive, year-round approach to tax planning, rather than a reactive scramble at year-end. The ability to have wealth managers and tax professionals collaborating under one roof enables the firm to analyze investment decisions through a tax-efficiency lens in real-time, a crucial advantage in today's volatile economic environment.

A Strategic Play for Growth and Client Loyalty

This move is far more than a simple service expansion; it is a calculated business strategy aimed at strengthening client relationships and fueling future growth. In a hyper-competitive industry, differentiation is key, and Soltis is betting that its integrated platform will be a powerful magnet for both retaining existing clients and attracting new ones.

“GDM is a natural extension of how we serve clients,” said Clark Taylor, CEO of Soltis. “We are increasingly seeing clients ask for more coordinated, in-house solutions, particularly around tax strategy. Alan and his team have the expertise that will allow us to provide these solutions, furthering the comprehensive services Soltis is known for.”

By embedding tax services within its core offering, Soltis increases its value proposition and deepens its client relationships. Clients who entrust a firm with both their investments and their taxes are often more loyal, leading to higher retention rates. This integrated model also creates significant opportunities for cross-selling, increasing the firm's share of a client's financial wallet and driving revenue growth. The firm's leadership clearly sees this as a pivotal moment for expansion.

Tyler Finlinson, President at Soltis, elaborated on this vision, stating, “As we broaden our services, we are strengthening our position as a fully integrated advisory platform, now supporting clients with accounting and tax needs. We’re excited about the momentum this creates and welcome the opportunity to partner with firms looking to enhance their capabilities.” This statement signals that the addition of GDM may be the first of several moves to build a more comprehensive advisory powerhouse.

Unifying Tax and Wealth for Better Client Outcomes

For clients, the primary benefit of an integrated model is the potential for superior financial outcomes. When tax and investment strategies are developed in tandem, advisors can more effectively structure portfolios, manage capital gains, plan for retirement distributions, and optimize business-related financial decisions.

Alan Dance, who will now serve as Director of Tax at Soltis Tax Solutions, LLC, brings two decades of experience to the new role. He emphasized the synergistic value of this partnership. “In my 20 years of working alongside individuals, families and business owners, I’ve seen the impact of aligning tax strategy with broader financial decision-making,” said Dance. “Soltis shares our belief in proactive planning and long-term partnership, and together we will help new and existing clients navigate complexity with greater confidence.”

The creation of Soltis Tax Solutions, LLC provides a formal structure for this new chapter. The integration of Dance’s team ensures that a wealth of specialized knowledge in tax preparation, accounting, and advisory for individuals and small-to-medium-sized businesses is now directly accessible to Soltis clients. This eliminates the communication gaps and potential conflicts that can arise when clients are forced to act as the intermediary between their financial advisor and their accountant. The result is a more streamlined, efficient, and strategically sound approach to personal and business finance.

Navigating the Integration Challenge

While the strategic rationale is clear, the successful execution of this merger will be critical. The integration of a tax and accounting firm into a wealth management RIA presents unique operational challenges. Merging different technology platforms, aligning distinct company cultures, and harmonizing compliance and regulatory frameworks are complex tasks that require meticulous planning and execution.

Industry best practices for such integrations emphasize transparent and consistent communication with clients of both firms to manage the transition smoothly and articulate the enhanced value proposition. Retaining key talent is another crucial factor; securing Alan Dance and his entire team is a significant first step, ensuring continuity for GDM’s existing clients and preserving the specialized expertise that made the firm an attractive partner.

Soltis will need to seamlessly weave GDM's processes into its own, creating a unified workflow that feels effortless from the client's perspective. The goal is to build a truly integrated system where data flows freely between portfolio management, financial planning, and tax software, enabling advisors to have a complete and up-to-the-minute view of a client’s financial world. Overcoming these integration hurdles will be the key to unlocking the full potential of this partnership and delivering on the promise of a truly holistic advisory experience.