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Firm Profile
Sonas Financial Group, Inc. is an independent financial advisory firm specializing in fee-only investment
management and personal financial planning. We help individuals and families plan for and realize their
financial goals. We are a Registered Investment Advisor (RIA) under the jurisdiction of the U.S. Securities
and Exchange Commission (SEC).
Some of the professional services we offer include:
- Investment Management
- Retirement Planning
- Education Savings Analysis
- Income Tax Planning
- Estate Plan Analysis
Our advisors have obtained the Certified Financial PlannerŪ designation. What is a Certified Financial Planner?
If you are interested in learning more about how we might work together, please visit the Contact Us tab for more information.
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