Since 1983, Socha Financial Group, LLC has offered financial planning and investment management services to motivated individuals like you who share a desire to make their dreams a reality.

We are guided by the central belief that financial milestones are connected with life’s most memorable experiences. Small or large, they are the moments that give life meaning and a sense of purpose. Having the right tools, guidance, and support empowers you to live the tomorrow you want to create.

Financial Balance, Defined 

We are dedicated to helping you articulate what financial balance looks like so you can build confidence and lean into the unknown. We believe this balance is attainable no matter where you are on your financial journey, and that it looks different for everyone. Our work always begins with listening and understanding your unique goals and priorities to build a long-lasting partnership in service of what’s most important to you.

Our services are built on a foundation of three complementary components:

Financial & Retirement Planning



Warm & Welcoming

Greeted by warm smiles, step into our cozy space and let’s chat over a cup of coffee, where we can discuss your financial goals with comfort and confidence.

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It’s never too early or too late to begin planning your financial future

Request your commitment-free consultation with one of our CERTIFIED FINANCIAL PLANNERS™ to take the first step.

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Socha Financial staff

Putting our experience to work for you

No matter where you are on your financial journey, our team can help you navigate life’s twists and turns. We serve as advocates, advisors, and educators, always acting in your best interest to help you build confidence through awareness and understanding. We employ a collective approach; while you meet with your advisor there is a team behind you every step of the way. Together, we bring simplicity to a complex process.