We believe that if we can help clients save a strong balance sheet and protect them from risk then we can deliver a simplified, purposeful experience of financial security.

We believe that stewarding what you have for yourself and who you love offers the highest probability path to living with financial satisfaction and minimizing financial regret.

Sozo exists because people need security. 

In a financial sense, people need a comprehensive plan that protects them from the natural trend toward instability and insecurity. People need a trusted, reliable guide and partner to help them not only navigate but thrive in the storms of life. This is why it is a passion of our team to provide extensive care, service, and guidance for our clients.

As Sozo, we know there is an innate human longing for wholeness in every area of life. This is why we embrace a twofold mission; to provide unmatched comprehensive financial guidance and care for our clients holistically, in life, marriage, faith, health, and family. We desire to help our clients define, describe, and understand how their wealth can be utilized for the benefit of their own life as well as the lives of those they care about. While it is our passion to lead our clients to a place of unmatched financial stewardship, what is of utmost importance is our responsibility to care for our clients’ lives.

We are Sozo because we are called to leverage our lives for the lives of others. We enable our clients to steward what is entrusted to them, design a secure path toward freedom from financial dependence, and flourish holistically in life.