On April 13, 2026, it was announced that Soltis Investment Advisors had acquired GDM Private Financial Solutions.
It was announced, on April 13, 2026, that Soltis Investment Advisors (“Soltis”) had acquired GDM Private Financial Solutions (“GDM”). Under the terms of the transaction, the 11-person team at GDM will join Soltis, which will be overseen by Alan Dance, who will take the title of director of tax at a new entity called Soltis Tax Solutions. Further terms of the deal were not disclosed.
Soltis, based in St. George, Utah, is a registered investment advisor offering financial planning, investment management, income tax planning, and estate planning. Soltis manages approximately $13 billion in client assets.
GDM, based in Bellevue, Washington, is a tax and accounting firm offering tax, accounting, and advisory services.
To read the press release: please click here.