Soltis acquires Bellevue accounting firm GDM

Registered Investment Advisor Soltis Acquires GDM Private Financial Solutions

Registered investment advisor Soltis has recently acquired GDM Private Financial Solutions, showcasing the growing demand for integrated wealth and tax planning services among clients.

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Based in Bellevue, Washington, GDM Private Financial Solutions specializes in providing accounting, tax, and advisory services to small and midsized businesses, as well as their owners. With this acquisition, Soltis will be able to expand its offerings to include wealth and tax advisory solutions, thanks to the addition of 11 new employees from GDM to its team.

Alan Dance, the head of GDM, expressed his excitement about the merger, stating, “In my 20 years of working alongside individuals, families, and business owners, I’ve seen the impact of aligning tax strategy with broader financial decision-making. Soltis shares our belief in proactive planning and long-term partnership, and together we will help new and existing clients navigate complexity with greater confidence.”

While the terms of the deal were not disclosed, it has been confirmed that Alan Dance will be joining Soltis as the director of tax at Soltis Tax Solutions, an affiliate of Soltis.

CEO of Soltis, Clark Taylor, commented on the acquisition, saying, “GDM is a natural extension of how we serve clients. We are increasingly seeing clients ask for more coordinated, in-house solutions, particularly around tax strategy. Alan and his team have the expertise that will allow us to provide these solutions, furthering the comprehensive services Soltis is known for.”

Soltis, headquartered in St. George, Utah, currently manages approximately $13 billion in assets.

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