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:
Executives at publicly traded companies
ATTORNEYS
AND CPAS
PROFESSIONALS WITH
COMPLEX STOCK OPTIONS
REAL ESTATE
DEVELOPERS
MEDICAL
PROFESSIONALS
GOVERNMENT
CONTRACTORS
BUSINESS OWNERS AND
ENTREPRENEURS