Personal. Vigilant.
At Somnio, we know we can’t be everything to everyone.
So, we decided to focus on being everything to some.
Or, you’re well on your way.
But, like many people, you may not have all the financial answers. One thing is for sure, though: you don’t want a cookie-cutter approach to your financial future — which means we’re already on the same page.
We elected to narrow the scope of our clients so we can focus on creating a more complete, personalized financial planning experience for each one.
We provide the financial vigilance that allows you to go about your life with a powerful sense of calm — knowing that we have eyes on the progress of your wealth every single day.
Let’s get to know each other …
… see if we’re a fit.
It’s important for us to discuss your financial trajectory and life goals and then we can talk about a long-term financial solution that’s comprehensive and certain, yet flexible enough to allow for change.
Our approach is simple, fee-only and powerfully effective. But, it isn’t for everyone. And that’s okay. Our clients understand how we create value, and that’s everything.