Primary Location

311 Montana Ave, Suite A2-12, El Paso, TX 79902

What to expect in the first meeting

Click the Book Intro Call button above to learn more about scheduling a Clarity Session. This 60-minute session is designed to help you make informed financial decisions regardless of where you are in your financial journey. There’s no pressure, no sales pitch — just thoughtful, independent advice focused entirely on you. I look forward to speaking with you.

Offers Investment Management

Yes

About Sophronia Wealth Advisors

Sophronia Wealth Advisors is a fee-only fiduciary wealth management firm that helps business owners, retirees, and their families make thoughtful decisions about their wealth, taxes, and legacy.

We founded this firm on the belief that wealth should create freedom, not complexity. Financial success is meaningful only when it supports the life you want to live, the people you care about, and the legacy you hope to leave behind.

Many of the families we serve have spent years building something meaningful: a business, a career, or a lifetime of careful saving. The challenge is rarely earning more. For business owners, it’s creating a plan that turns financial success into lasting security that exists beyond the business. For retirees, it’s learning to spend with confidence after decades of building and ensuring their wealth supports the life they’ve worked so hard to create. In both cases, the answer is the same: a clear, coordinated plan built around your life.

Through our Four Pillars framework (Foundation, Protection, Growth, and Legacy), we help clients organize their financial lives and move forward with confidence. Every financial decision should be viewed in context. Taxes affect investments. Investments affect retirement. Retirement affects legacy. The goal is not a collection of separate recommendations. It’s a coordinated strategy that supports your life as a whole.

For business owners, that means building wealth outside the business, creating tax-efficient strategies, and developing a clear path toward financial independence. After all, the business is not the retirement plan.

For retirees, it means creating sustainable income, navigating tax-efficient withdrawal strategies, and building a legacy that reflects their values.

Our Typical Client

Most of our clients come to us during one of two pivotal transitions in their financial lives.

The first are business owners, many of them immigrants who have built something meaningful in the United States, with significant personal income and a growing realization that the business alone is not a retirement plan. They are ready to be intentional about building wealth outside the business, reducing their tax burden, and creating financial independence for themselves and their families.

The second are retirees and those within a few years of retirement who have saved diligently and are now wrestling with how to turn those savings into reliable, lasting income without running out of money, without overpaying in taxes, and without losing sight of the legacy they want to leave. They want confidence that the wealth they’ve built can support the life they’ve envisioned.

We work virtually and serve clients across the country.

Our practice has a particular focus on Latino families, and we serve clients in both English and Spanish. We also work with clients from a variety of backgrounds who value comprehensive planning, objective advice, and a long-term relationship with a trusted advisor.

A Planning-First Approach

Most financial decisions don’t happen in isolation. Investment decisions affect taxes. Business decisions affect retirement. Estate plans affect future generations. Our Four Pillars framework helps clients see how the pieces connect so they can make more confident decisions and avoid costly blind spots.

Deep Tax Expertise

We integrate tax planning directly into the wealth management process. It is coordinated with your CPA, not treated as a separate conversation. Whether you’re building wealth through a business or creating income in retirement, tax-efficient planning can have a meaningful impact on long-term outcomes.

Bilingual Advice and Cultural Understanding

Many of our clients prefer to discuss important financial decisions in Spanish. We serve clients comfortably in both English and Spanish, and we understand the financial, family, and cultural considerations that shape how Latino families think about wealth, responsibility, and legacy.

Fee-Only Fiduciary Advice

We do not sell products, earn commissions, or receive compensation from third parties. We are compensated solely by our clients. Every recommendation we make is guided by your best interests.

Education

Tecnológico de Monterrey

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