Experience Matters
For over 25 years, our dedicated team has been tailoring solutions to help
corporations and individuals achieve their financial goals.
Our Commitment
In the investment world, not all advisors are fiduciaries. WE
ARE. That means every decision and recommendation must
be solely in your best interest.
Corporate Retirement Planning
We partner with you and your employees to ensure your plan delivers successful retirement outcomes.
Our team serves in 3(21) and/or 3(38) fiduciary capacities to every plan we advise.
- Focused on delivering industry best practices to your plan.
- Act as your liaison to all retirement plan partners/vendors.
- Benchmark all plan components to ensure regulatory compliance.
Retirement Planning and Individual Wealth Management
Our focus is to grow and preserve your wealth in order to generate significant and sustainable income during retirement.
Our process seeks to deliver consistent results over time that give you peace of mind during retirement.
- Grow & preserve your wealth.
- Design a comfortable plan for retirement.
- Manage investments in a way that is consistent
with your level of risk.
Client Testimonials
Plan Cost
Optimization
Technology Client
Solida Financial delivered a clear and independent review of our plan fees. They led successful conversations with our vendors — resulting in significantly lower costs and complete transparency.
Plan Participant
Education
Large Association Client
Thanks to Solida’s consistent, one-on-one participant education, our employees now understand and value their retirement plan with more confidence about their financial futures.
Plan
Administration
Non-Profit Client
The Solida Team feels like a true extension of our HR team. Thankful for the resolution of issues quickly, the simplifying operations, and the expert support whenever we need it.
Our Team
Comprised of a cohesive team of professionals with the knowledge and experience to give you individual care and expert advice.
Brad Brantley – AIF®, CPFA
Managing Partner
Director of Corporate Retirement Plans
Director of Corporate Retirement Plans
Brad, an alumnus of The Citadel, is the managing partner of the firm and leads the corporate retirement planning division. He works closely with every team member across all aspects of the business to ensure client success.
Brody Rosenfeld - CPA, CFP®
Sr. Financial Planner
Brody is a Certified Public Accountant and Certified Financial PlannerTM known for his wizardry with numbers. He has a unique talent for creating simple, effective solutions to even the most complex financial challenges.
Jason Floyd – CFP®, MSFP, CFT-1TM
Financial Planner
As a self-described financial planning geek, Jason thrives by guiding clients as they build successful long-term financial plans. In addition to being a Certified Financial PlannerTM, Jason obtained his master’s degree in financial planning (MSFP) earning a 4.0 GPA.
Brittany Uzarski
Client Service Associate
As a dedicated wife and mother of two young boys, Brittany excels at multitasking and ensuring tasks are completed efficiently and on time. She manages client administrative responsibilities and keeps the firm’s operations running smoothly.
4777 Sharon Road
Suite 540
Charlotte, NC 28210
Office: (980) 500-8635
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities offered through LPL Financial, Member FINRA/SIPC. Solida Financial is a marketing name for Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.
The LPL Financial representatives associated with this website may only discuss business with residents of states I which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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