About Solid Rock Wealth Management, Inc.
Solid Rock Wealth Management, Inc. is a registered investment adviser serving clients in Montana and Arizona, with offices in Bozeman, MT, and Scottsdale, AZ. Established in 2015, the firm specializes in comprehensive wealth management, retirement planning, and 401(k) retirement plan services for small to medium-sized business owners. As fiduciaries under ERISA Section 3(21), Solid Rock Wealth Management is committed to acting in their clients' best interests, offering independent, fee-only advice. They provide expertise in investment management, including strategies using Dimensional Fund Advisors (DFA), tax and estate planning, farm and ranch sale planning (including 1031 exchanges and charitable remainder trusts), and charitable giving planning. The firm emphasizes low-cost, experienced financial advisement with a focus on fiduciary responsibility and compliance. Their services also include fiduciary review and compliance for 401(k) plans and the development of model portfolios to ensure effectively diversified investment opportunities for employees.
Website: https://www.solidrockwealth.com/our-services/401k-retirement-plan/
Founded: 2015
Employees: 1
Office Locations
- Bozeman, MT (Headquarters)
- Scottsdale, AZ
Services Offered
- 3(21) Investment Advisor
- Fiduciary Audit Services
- Compliance Services
- Plan Design Consulting
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $57.0M