THE FIRM
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Advanced Financial Solutions, Inc. was born out of the deep conviction that serving the interests of clients must come ahead of everything.
In 1993, Dave Wilhite determined that the best way to act on this conviction was to start his own independent investment advisory firm. Since then, Advanced Financial Solutions has had the autonomy to select solutions and create strategies apart from the influence of corporate entities, who have their own objectives. This has provided Advanced Financial Solutions the freedom to more easily act in a fiduciary manner, putting our clients’ interests ahead of all else. Today, as a full-service, registered investment advisory firm, we offer active money management services, legacy planning, tax-aware investment strategies, fee-based comprehensive financial planning services, and much more. Our experience, network of sub-advisors, and commitment to the community sets us apart. |
THE TEAM
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David Wilhite CFP®
Owner & Founder Professional Experience Advanced Financial Solutions, Inc. – Founder & President 1993- present Active Portfolio Coach – Founder & President 2006 – present World Marketing Alliance, National Marketing Director (CA, WA, OR, ID) 1992 -1993 Primerica Financial Services (formerly A.L. Williams) – National Sales Director (CA, WA, OR, ID) 1982-1991 Professional Designations, Degrees & Awards Certified Financial Planner® Investment Advisor Securities Licenses: Series 6, 7, 22, 24, 26, 63, 65 Insurance Licenses: Life, Health/Disability Top 10 Performance Rankings in Thomson Reuters “World’s Best Money Managers” in 1999, 2006, 2007, 2008 and 2009. (Returns self-reported and not verified by Nelson Information) Bachelor of Science in Mathematics, Boise State – 1968 |
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Bill Overton
Investment Advisor Professional Experience Advanced Financial Solutions, Inc. – Investment Advisor, 2018 - present Non-profit positions – Aphesis Group, Young Life, & Climbers for Christ, 2011 - 2018 Technology Sales & Marketing – various industry leaders including Adobe, Micron Electronics, Gartner & Kount, Inc. 1993 - 2011 Professional Designations and Licenses Securities License: Series 65 Individual Life Insurance Producer |