9AT: FINANCIAL SOLUTIONS ASSOCIATES

Adviser Profile

As of Date	03/03/2026
Registration	SEC, Approved, 04/23/2021
Other registrations (3)	California, Terminated, 05/26/2021 Massachusetts, Terminated, 04/26/2021 New York, Terminated, 04/26/2021
ADV Location	DEDHAM, MA, United States
Contact Info	781 xxxxxxx
Websites

AUM^*	152,935,812 21%
of that, discretionary	152,935,812 21%
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	878,941 7%
% High Net Worth	37.36% -6%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM338.1m	#Funds-
Adviser PETRA FINANCIAL ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM447.2m	#Funds-
Adviser PROSPERITY ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM375.8m	#Funds-
Adviser ALBION FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund4.2m	Total Private Fund GAV4.2m	AUM2.0b	#Funds3
Adviser TOWNSEND WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM194.0m	#Funds-
Adviser CATAWBA RIVER CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM325.1m	#Funds-
Adviser ARROYO INVESTMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM319.5m	#Funds-
Adviser MUTUAL TRUST ADVISORY GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM165.8m	#Funds-
Adviser TRITON FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM261.3m	#Funds-
Adviser WELLS FINANCIAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM132.7m	#Funds-

Brochure Summary

Overview

Firm Description In 2011 Financial Solutions Associates organized as a limited liability company and is wholly owned by Alexander E. Burke. We are dedicated to providing individuals with a wide array of financial planning and investment advisory services. An initial consultation, which may be by telephone or teleconference, is offered free of charge to determine the extent to which investment management and financial planning services may be beneficial to the client. Investment Management Investment management services involve the management of client funds using open-ended no-load mutual funds, exchange-traded funds, stocks, bonds, and other publicly offered securities traded for each client on a discretionary basis by the advisor. The advisor determines which investments each client will own and when they are bought and sold, without limitation, unless the client has imposed restrictions on investing in certain securities or types of securities. Currently, three different FSA investment models are offered and include: Aggressive, Balanced, and Conservative. The selection of an FSA investment model is determined by each client in consultation with the advisor. Client’s

individual goals, investment timeframe, and risk tolerance may be considered when a client chooses an investment model. The advisor has the discretion to change the asset allocation structure within each model at any time, but not to change a particular client’s overall model unless that client revises their advisory agreement. As of December 31, 2023, FSA managed $126,238,313 on a discretionary basis for its investment management clients. Financial Planning Financial planning services can include a detailed analysis of client's financial position, risk management, investment planning, income tax planning, retirement planning, estate planning and other mutually agreed upon financial planning issues. The advisor may determine, at their discretion, what level, and for which clients these services may be offered. Financial planning services do not include legal advice, legal document preparation or tax return preparation. Financial planning services may be offered to employees of certain companies for which we provide employee benefits. Financial planning fees may be negotiated for each contract and will vary depending upon the services required.

FINANCIAL SOLUTIONS ASSOCIATES

FINANCIAL SOLUTIONS ASSOCIATES

SUSTAINABLE INVESTMENT SOLUTIONS, LLC

PODOLSKY MARK STERN

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Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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Brochure Summary

Overview

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FINANCIAL SOLUTIONS ASSOCIATES FINANCIAL SOLUTIONS ASSOCIATES SUSTAINABLE INVESTMENT SOLUTIONS, LLC PODOLSKY MARK STERN

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

FINANCIAL SOLUTIONS ASSOCIATES

FINANCIAL SOLUTIONS ASSOCIATES

SUSTAINABLE INVESTMENT SOLUTIONS, LLC

PODOLSKY MARK STERN