Our Values

Fiduciary: An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit.

We believe independence is essential. Here at Sopher Financial Group, we hold all of our team members to a Fiduciary Standard. Free from the constraints of outside interests, Sopher Financial Group operates exclusively on your behalf. By emphasizing transparency and process before products, our client-driven focus enables us to pursue your goals as if they were our own.

Integrity empowers us to provide truly customized advice and build strategies optimized for your success. While financial products may come and go, valued relationships and custom services will stay the course. That’s why we create comprehensive and flexible financial strategies that meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique services that are customized to you and adaptable to change. When your life evolves, so should your strategies.

As a team, we will walk beside you through all stages of life’s journey. Whether celebrating successes or navigating uncertain markets, we will work diligently to help you avoid emotional mistakes and stay on the path to financial freedom.