Socratic Wealth Advisors

the partners of socratic wealth advisors have over one hundred years of combined experience servicing clients’ needs in the wealth management and financial planning industry. we believe that excellent client service is a pillar to lasting client-advisor relationships. this, combined with our knowledge and education in the areas of wealth management, tax planning, estate planning, retirement and education planning, insurance planning, planning for executive benefits and the ability to give day-to-day financial advice is considered the cornerstone of the success of our clients. all of the advisors of our firm are certified financial planner™ practitioners, which is a rigorous course of study and standards. engaging in community service is an important aspect of our firm. whether it be through service with habitat for humanity, coaching youth sports, disaster recovery or service organizations such as the rotary club, socratic wealth advisors feels that there is always something we can do