Tavis Sinn, founder of Solace Advisors

Built for complexity

A CPA who's a partner in your financial life. Bringing your entities, trusts, business interests, and advisors together with the goal to ensure we optimize the legacy you want to leave the next generation.

Meet Tavis Sinn

Solace Advisors was founded on a simple conviction: successful families don't need another product to buy; they need someone in their corner who sees the whole picture. As both a CPA and a Series 65 Investment Adviser Representative, Tavis built Solace to be the independent “Chief Advisor” he wished more families had.

That means coordinating the experts you already trust, asking the questions no single advisor is positioned to ask, and translating complexity into a plan you can act on with confidence. The goal is a plan built around the legacy you want to leave, not a stack of individually optimized strategies that siloed professionals recommend in isolation. I organize the facts, run the numbers in plain dollars, coordinate the professionals involved, and bring the options back to you so you can make the final decision.

  • CPA: Certified Public Accountant
  • Series 65: Investment Adviser Representative

Independent by design

We're an advisory firm based on fixed fees. This ensures the plan we build is the one that's right for you, not based on billings.

One plan, every advisor

We keep your professional advisors aligned around a single strategy instead of working in silos.

Built around your family

Every engagement is tailored to your goals, your values, and the legacy you intend to leave behind.

Begin the conversation

A private, complimentary conversation about your situation

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