What departments does Investor Solutions have?

Investor Solutions has employees across 3 departments including Operations, Engineering, Finance.

What is the largest department at Investor Solutions?

The largest department at Investor Solutions is Finance with 3 employees.

Where are Investor Solutions employees located globally?

Investor Solutions has employees across 2 continents and 3 countries including India, United States Of America, Canada.

How has Investor Solutions's team size changed over time?

Investor Solutions's team has remained stable from approximately 5 to 5 employees based on available data.

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.

Investor Solutions Global Highlights

North America
17

United States Of America
16
Canada
1

Asia
1

India
1

Investor Solutions's Leadership

J. M.
Chief Technology Officer
Mobile Phone
Email
D. S.
Operations Manager & Cco
Mobile Phone
Email
P. H.
Managing Partner Senior Financial Advisor
Mobile Phone
Email
R. G.
Portfolio Manager
Mobile Phone
Email
A. W.
Senior Financial Advisor
Mobile Phone
Email
A. D.
Inventor
Mobile Phone
Email
J. P. C.
Financial Advisor
Mobile Phone
Email

Investor Solutions Employee Metrics

100%

50%

0%

2026

2025

Business
Banking
Finance
Accounting
Administrative
Other
Analytics

Contact profiles from Investor Solutions

Name

Title

Contact Info

Location

Last Update

D. S.
Operations Manager & Cco
Mobile Phone
Email
United StatesFlorida
Oct 22, 2024
J. M.
Chief Technology Officer
Mobile Phone
Email
Jul 21, 2022
P. H.
Managing Partner Senior Financial Advisor
Mobile Phone
Email
Oct 17, 2024
R. G.
Portfolio Manager
Mobile Phone
Email
United StatesNew York
Oct 17, 2024
A. W.
Senior Financial Advisor
Mobile Phone
Email
UNITED STATES
Jul 13, 2025
A. D.
Inventor
Mobile Phone
Email
Apr 14, 2026
J. P. C.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Sep 13, 2024

Frequently Asked Questions

What is Investor Solutions known for?

Investor Solutions operates in the Financial Services industry. The company's main headquarters is located in 2665 South Bayshore Drive Suite 230 Miami, Florida 33133 United States; 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?

Investor 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?

Investor Solutions has approximately 11 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Investor Solutions's key employees and leadership?

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

Chief Technology Officer: J. M.
Operations Manager & Cco: D. S.
Managing Partner Senior Financial Advisor: P. H.
Portfolio Manager: R. G.
Senior Financial Advisor: A. W.

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Investor Solutions Employee Directory

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