Description: As financial strategists, we build comprehensive financial management plans and investment portfolios in alignment with your personal values in a way that traditional financial institutions cannot.
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At Sophia Financial, we are thoughtful strategists who build integrated financial plans and investment portfolios to align with the personal values of the people we serve. Sophia Financial of Raymond James Ltd. has developed a unique process for determining our clients’ objectives within the context of their personal beliefs and highest ideals. While it is systemized for efficiency, our application of this powerful process is done with a level of sensitivity and a spirit of service that are not often presen
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Sophia is the Greek word for wisdom. Sophia is the voice that expresses our intuitive and creative nature as well as sees the interconnectedness of all things and honours the sacredness of all life. She is about integrity in the marketplace and the balance of head, heart and soul.