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Investor Solutions Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Investor Solutions operates as a fee-only registered investment advisor within the financial services industry. Based in Miami, Florida, the firm provides objective investment management and tailors portfolios to each client's goals, risk tolerance, and time horizon, using a globally diversified equity allocation. It emphasizes low-cost, long-term strategies and disciplined execution, with transparent reporting for clients in the United States and abroad and more than $700 million in assets under management.

The firm was founded in 1993 by Frank Armstrong, CFP, AIF, to offer advisory services free from conflicts associated with traditional Wall Street firms. In August 2021, Wealth Enhancement Group acquired Investor Solutions, reflecting consolidation in the independent advisory sector.

Find Investor Solutions employees' phone numbers or email addresses

Investor Solutions Global Highlights

Location
Employees

North America
20

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  • United States Of America
    19
  • Canada
    1

Asia
1

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  • India
    1

Investor Solutions's Leadership

  • Stylized image of a person
    J. M.
    Chief Technology Officer
    Mobile Phone
  • Stylized image of a person
    P. H.
    Managing Partner Senior Financial Advisor
    Mobile Phone
  • Stylized image of a person
    A. D.
    Inventor
    Mobile Phone

Investor Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Investor Solutions

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. M.
    Chief Technology Officer
    Mobile Phone
    Jul 21, 2022
  • Stylized image of a person
    P. H.
    Managing Partner Senior Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    A. D.
    Inventor
    Mobile Phone
    Apr 14, 2026

Frequently Asked Questions

What is Investor Solutions known for?

Minus sign iconPlus sign iconInvestor Solutions operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-305-443-****
. Explore Investor Solutions's company overview page for more information.

What is Investor Solutions's most common email format?

Minus sign iconPlus sign iconInvestor Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Investor Solutions email formats with LeadIQ.

How many employees does Investor Solutions have currently?

Minus sign iconPlus sign iconInvestor Solutions has approximately 11 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Investor Solutions's key employees and leadership?

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As of July 2026, Investor Solutions's key employees include:

  • Chief Technology Officer: J. M.
  • Managing Partner Senior Financial Advisor: P. H.
  • Inventor: A. D.

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