We’re the only
Flat Fee-Only Fiduciary
Wealth Management in El Paso, Texas.

What We Do

Sophronia Wealth Advisors provides comprehensive Wealth Management services to successful Latino and Latina Business Owners.

Learn more about our services

Typical Client Profile

At Sophronia Wealth Advisors, we primarily work with Latino business owners who want to bring greater structure and intention to their financial lives.

Our clients are often successful entrepreneurs who have built valuable businesses but want help making better decisions about the wealth those businesses are creating. We help them determine how much to keep in the business, how much to move outside of it, how to invest for the future, how to plan for taxes and retirement, and how to protect the wealth they are building for themselves and their families.

Our work commonly includes cash flow planning, investment management, retirement planning, tax planning and coordination, estate planning, risk management, and strategies for diversifying wealth beyond the business.

Because our planning is detailed and highly personalized, we tend to work best with business owners earning at least $300,000 per year in net income and retirees with at least $1.5 million in investable assets.

While serving Latino families is an important part of who we are, our services are not limited to the Latino community. We also welcome retirees and other households looking for a long-term financial planning relationship built around thoughtful advice, coordination, and implementation.

Why Choose Sophronia Wealth Advisors?

  • Latino-Focused Financial Planning Practice

    Our shaheholders are Latinos and Immigrants. We understand and cherish the values of our community and have the expertise to address the financial planning considerations important to Latino households.

  • Sensible and Prudent Advice

    Our services are designed to meet you where you are, without judgement. Through our process, we look at many areas of your financial life and how they interact with each other: cash flow, tax planning, debt planning, estate planning considerations (and more) as well as strategies to help you support family members in the US and abroad.

  • Fee-Only, Fiduciary Advice

    As a flat fee-only financial advisor, Sophronia Wealth Advisors is committed to acting as a fiduciary, ensuring that all advice given is solely in the best interest of our clients.
    We are solely compensated by our clients, and our only product is our advice.