Our Services

Sophos Financial LLC and our financial advisors provide access to financial planning and financial advice to  Physicians,  Dentists, Business Owners, and Individual Investors: from Comprehensive Financial Planning and Asset management, retirement planning to REITs, self-directed IRAs, estate planning strategies and wealth preservation. We work with residents of Maryland, DC & Virginia.

We specialize in financial planning services and independent financial advice to Business Owners, Dentists, and Physicians.

As a Proud Sponsor of MSDA, we work with local dentists and physicians. We know your Business and Challenges!

Our company has the knowledge and tools to help with sophisticated and smart financial decisions.

Some of Our services:

  • Fee-Only Asset management*
  • Insurance
  • Real estate investments
  • Alternative Investments
  • IRA and 401k plans
  • Financial Planning*
  • 529 college savings plans
  • Roth IRA
  • Solo Individual(K)
  • Asset management*
  • Retirement planning
  • Index Annuities
  • Fixed Annuities
  • Variable Annuities
  • Family Preservation Planning
  • Employee benefits
  • Wealth preservation
  • Self-directed IRAs (SEP) for real estate
  • FERS
  • CSRS
  • Assistance with  IRA and 401k rollover services and withrawals.

*Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC

We believe our extensive knowledge, financial advice and financial planning services, estate planning, tax planning strategies, income preservation , retirement planning, FERS, CSRS Planning for Federal employees, self-directed IRAs (SEP) strategies and wealth preservation are vital to successful investors.

If you are looking for retirement planning, asset management, wealth preservation or financial advice, advice on FERS, CSRS in Maryland, Virginia or DC-contact us for a FREE no-obligation consultation(click here).

Our Goal is to Create Strategies to Fit Your Dreams…