At Sopher Financial Group, we are driven to help clients and their families achieve lasting financial confidence. With over 30 years of experience, our professionals define and establish well-balanced investment strategies tailored to our clients’ goals, objectives, and comfort level. For us, business is personal. While drawing on our experience, we foster long-term client relationships founded on trust and transparency. For investors in all stages of life, we remain committed to providing a highly-personalized customer service experience in an approachable, family environment. As your personal CFO, we will walk beside you and your loved ones today, tomorrow, and for years to come.
Across a spectrum of strategies, we strive to help you achieve your most valued goals.
Keeping relationships at the heart of our firm, we deliver the highest level of client service.
Through designing custom financial strategies, we strive to enhance your confidence.