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Who We Are

Our Firm

Our Firm

Soteria Financial is an independent, privately-held financial planning and wealth services firm based in Austin, Texas. Our number one goal is to build long-term relationships with our clients and serve as their trusted and knowledgeable advisor.

We are always on a mission to develop a strong relationship with our clients by thoroughly understanding their values, family, goals, and their "Why" behind it all. All of our efforts and energy are solely focused on the client and what is best for them and their future.

Our Guiding Principles

Our Guiding Principles

  • Gratitude

  • Responsibility

  • Integrity

  • Trust

We live by these values daily so we can best advise and guide you towards your goals.

What Separates Us

What Separates Us

We work as investment Fiduciaries in advisory client relationships.

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 advise our clients through the development and implementation of their plan.

We strive to provide the best, most comprehensive wealth management advice and service possible in the pursuit of achieving your goals and Financial Prosperity.

*As reported by Financial Planning magazine, 1996-2023, based on total revenue.

The Team

Chris Wilbur

Wealth 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 clients to organize, plan, and manage all aspects of their business affairs and...
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LPL Financial

Client Account Support

(800) 558-7567

The Client Services team can be reached directly at (800) 558-7567. When prompted, your client can say things like "account info" or "online access" to reach a service professional on the client line. They are available from 9:00 a.m....
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