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Sofia Financial

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website sofiafinancial.com
Client types

Overview

Sofia Financial is a Berwyn, Pennsylvania–based wealth management firm dedicated to financial planning for women. Founded by advisor Stephanie McCullough, Sofia Financial focuses on helping independent, often mid-career or pre-retirement women gain clarity and confidence around money. The firm offers a spectrum of services, from one-time strategy sessions to ongoing advisory relationships, delivered through a highly educational and collaborative approach. Sofia Financial emphasizes values-aligned decision making, holistic planning, and reducing money stress so clients can focus on what is most important in their lives. Advisory services are provided through Private Advisor Group as the registered investment adviser.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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