A complete list of active advisors currently associated with Socha Financial Group, LLC

Warmer can help you find a great advisor at Socha Financial Group, LLC or one who fits your needs even better.

Socha Financial Group serves individuals, high‑net‑worth clients, families, small businesses, estates, trusts and charitable organizations, offering discretionary investment management, comprehensive financial planning, tax planning and tax preparation services, and assistance procuring life and long‑term care insurance through an outside broker. The firm notes it prepares federal Form 1040s and certain trust, estate and business returns and encourages annual reviews with clients. The firm frames portfolios as “all‑weather” allocations by separating holdings into reduced‑risk and risk asset groups and implements strategies across mutual funds, ETFs/ETNs, closed‑end and interval funds, individual securities and non‑traded alternative investments. Socha may employ inverse/leveraged/volatility instruments and limited‑liquidity vehicles for hedging or return enhancement and tailors allocations to client risk tolerance, time horizon and tax considerations. Distinctive for a three‑advisor practice, Socha manages roughly $430 million of discretionary assets and integrates tax preparation and planning into many advisory relationships rather than outsourcing those services. The firm uses a single general insurance broker (KAFL) to source insurance solutions and discloses the related commission conflict of interest; it also states that it does not recommend investments in cryptocurrencies.

To learn more about the advisors currently working at Socha Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.