A complete list of active advisors currently associated with Sophronia Wealth Advisors

Warmer can help you find a great advisor at Sophronia Wealth Advisors or one who fits your needs even better.

Sophronia Wealth Advisors works with individual clients (including high‑net‑worth individuals), business owners, and qualified retirement plans to provide comprehensive financial planning, investment management, and retirement‑plan advisory services. The firm offers ongoing advisory relationships as well as limited‑scope engagements for targeted planning needs. The firm’s advice is organized around a Four Pillars of Wealth framework that addresses strategy and cash flow, tax coordination, investments and risk management, and legacy/continuity planning; portfolio construction draws on Modern Portfolio Theory principles, passive funds and mutual fund/ETF selection (including access to certain adviser‑only funds). Sophronia coordinates with outside professionals for estate and tax implementation and provides both discretionary investment management and ERISA plan advisory services where engaged. Notable distinctions include the firm’s small, two‑advisor structure and the principals’ active involvement in related payroll, tax and accounting businesses, which the brochure describes as a source of coordination (referrals between entities are disclosed and not compensated). The advisory materials and service names also reflect Spanish‑language outreach and prior experience working with Hispanic investor clients, indicating a bilingual and tax‑integrated planning orientation that is less common among peers.

To learn more about the advisors currently working at Sophronia Wealth Advisors, 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.