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Sooner Private Financial, LLC

EST. AUM
$8,995,352

CONTACTS

CLIENT ACCOUNTS
82

Firm Details

Metro area Manchester, NH
CRD Number 340648
Website soonerpfc.com
Client types

Overview

Sooner Planning & Financial Consulting, LLC is a U.S.-based registered investment advisor providing financial planning and wealth management services. The firm serves individuals and families by offering personalized financial strategies aligned with long-term goals. Its services include retirement planning, investment advisory, and portfolio management. The firm constructs diversified portfolios primarily using public market securities and third-party investment products. Sooner Planning operates under a fiduciary standard, focusing on client-centric advice. Its approach emphasizes holistic planning and disciplined asset allocation.

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Investment Preferences

Alternative Activity

Address

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

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