Sofia Financial

Sofia Financial is a three-employee financial services company based in Berwyn, Pennsylvania. Founded with the mission of empowering women to make informed financial decisions, the company caters to a diverse clientele, offering tailored services and advice to women across all income and wealth brackets. The company's core offering is a 90-minute Strategy Session. This personalized consultation provides a deep dive into a specific aspect of the client's financial life, culminating in at least three actionable recommendations. Sofia Financial emphasizes its non-sales approach, ensuring that the session is a space for open conversation and guidance, without any obligation to engage in future services. Sofia Financial distinguishes itself through its commitment to providing accessible financial expertise to women. The company prioritizes building trust and confidence by offering clear, concise advice and empowering clients to take control of their financial well-being. Investment advice is offered through Private Advisor Group, a registered investment advisor. For more information or to schedule a Strategy Session, visit Sofia Financial's website at sofiafinancial.com.