How We Help

At Sopher Financial Group, we unite the access and resources of leading institutional firms with the personal attention of a boutique practice. We’re Wall Street-forged, but Main Street-focused. We work to keep our clients’ best interests at the heart of our process, our objective is to deliver best-in-class advice and strategies in a genuine, approachable environment.

From clients who just entered the workforce to those preparing for retirement, we work with people in all stages of life. We thrive in partnering with clients whose definition of financial success incorporates the well-being of their family and loved ones.

While our plans are always customized with your unique needs in mind, our commitment extends beyond helping you achieve your objectives. We believe that our clients deserve the highest standard of care possible. As your advocate, we are committed to aligning the moving parts of your financial life, showing you how they fit together, and developing strategies that enhance the value of every dollar you own.

Life happens fast. Personal situations, family needs, and financial goals can change overnight, and we strive to provide the assurance that our team will be here whenever you need us. By taking a proactive approach to communication, we make ourselves available to you, your family, and your business at your convenience. As your personal CFO, we will walk beside you every step of your journey.