FINANCIAL SOLUTIONS ASSOCIATES
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About the firm
Goverman Financial Solutions, LLC d/b/a Financial Solutions Associates is a Fee-Only (no products sold, no commissions) Financial Planning and Investment Management firm with over 30+ years of combined experience. The firm adheres to a fiduciary standard that places clients' needs first. Brett Goverman and Barnet Goverman work directly with clients applying their knowledge to replace uncertainty with prudent investment management and financial planning services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers Investment Management and Financial Planning services. Investment management includes tailored analysis, advice, and strategies based on individual risk sensitivity and goals, with portfolios designed to minimize taxes and expenses. Financial planning services address estate planning, college savings alternatives, and other planning issues.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 190 | $40M |
| High Net Worth Individuals | 80 | $131M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $99,999 | 1.50% |
| $100,000 to $999,999 | 1.00% |
| $1,000,000 to $4,999,999 | 0.85% |
| $5,000,000 or higher | 0.75% |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL SOLUTIONS ASSOCIATES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.