Who We Serve

Socium Advisors specializes in comprehensive planning for boundary-pushers, out-of-the-box thinkers, and intrepid professionals. Our clients have achieved great success and need a partner to help them manage their wealth so they can enjoy life, cultivate growth for the future, and protect what they have built.

MANY OF THE PEOPLE WE SERVE FALL INTO ONE OF THESE CATEGORIES:

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Executives at publicly traded companies

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ATTORNEYS
AND CPAS

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PROFESSIONALS WITH
COMPLEX STOCK OPTIONS

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REAL ESTATE
DEVELOPERS

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MEDICAL
PROFESSIONALS

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GOVERNMENT
CONTRACTORS

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BUSINESS OWNERS AND
ENTREPRENEURS

CLIENT SPOTLIGHT