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Our Mission

At Sopher Financial Group, we believe planning should inspire confidence, not confusion. Serving as your family’s personal CFO, we make it our mission to: simplify the complexities of your financial world, enhance your financial well-being, and provide the assistance to meet life's goals that will help you to continue enjoying your lifestyle for years to come.

As a founding principle of our firm, we believe that the needs and objective of our clients must always come first. Those goals are of paramount importance, and they will be treated in a fair, objective and ethical manner by our firm, our employees, and our affiliates. This enduring commitment has been essential to the many long-term client relationships we have had the privilege to foster.

We present these founding principles in our Client Bill of Rights:
As a client, you have the right to premier service, and:

  • To be treated as we would like to be treated
  • To receive prompt and courteous responses to your questions and concerns
  • To expect a reliable and fair resolution to any issue with your accounts
  • To know that being our client eclipses business arrangements — it’s about relationships

As advisors, our responsibilities are:

  • To work to provide truly objective advice appropriate for your unique situation
  • To reveal every financial strategy’s risks, timelines, past performance and costs
  • To set realistic expectations based on your actual financial situation
  • To maintain your privacy and provide regularly scheduled reviews

As a client, your responsibilities are:

  • To provide accurate information about your financial status, goals, and risk tolerance
  • To engage with our team and ask questions about recommendations, strategies, current accounts and investments, costs, fees, and potential conflicts of interest
  • To promptly notify us of any changes in your financial situation or personal life