Soteria is an independent, privately-held planning and wealth management firm. Our goal is to build a long-term relationship with clients as their trusted and knowledgeable advisor.
Our mission is to help you work towards financial freedom. We strive to not only understand your goals, but also your "Why", to help you make purposeful, thoughtful financial decisions for your future.
We commit to doing our very best to give you confidence by first leading with education, consistent communication, providing outstanding client service, and by utilizing all available resources at our disposal. All of our energy, commitment, and efforts are focused on you, our client, and your future.
We work as Fiduciaries in advisory relationships, and do so with a servant leadership mindset.
With the freedom of being an independent firm and the backing of the largest independent RIA and broker-dealer in the country*, we are strategically positioned to confidently advise our clients through the development and implementation of their plan while also giving them the time and attention they deserve.
Our promise to you: provide the best, most comprehensive wealth management advice and service possible to help you start and stay the path to financial success in the pursuit of your goals, whatever they are.
*As reported by Financial Planning magazine, 1996-2023, based on total revenue.
Owner, Senior Advisor
Chris is President and Founder of Soteria Wealth Advisors. After ten years in the financial industry, he decided to launch Soteria. Chris partners with new clients to organize, plan, and manage all aspects of their business affairs and...
Client Account Support