About Us - Soter Financial

Who We Are
Securing Your Financial Well-being with tailored strategies for success.
Our Commitment
Help you make safe financial decisions to preserve your future.
Integrity
At Soter Financial, integrity is at the heart of everything we do. We believe in fostering trust through transparency and ethical practices, ensuring that our clients feel confident in their financial decisions. Our commitment to honesty allows us to build lasting relationships based on mutual respect and reliability.
Client-Centric Approach
We prioritize our clients' needs above all else. Our personalized financial strategies are tailored to meet the unique goals of each individual or business we serve. By taking the time to understand your specific circumstances, we can offer solutions that are not only effective but also aligned with your aspirations.
Excellence in Service
Our team is dedicated to providing the highest level of service in the financial advisory industry. We strive for excellence in every interaction, ensuring that our clients receive timely support and expert guidance. Our continuous pursuit of improvement allows us to stay ahead of industry trends and deliver exceptional results.
Our Experts
Dedicated Professionals at Your Service
Myron Westmoreland, FP
With a background in finance, domestic and international law, as a Financial Planner Myron brings10 years of experience in wealth management, investment strategies, and legal knowledge to help domestic and international clients navigate complex financial landscapes.
Kimberly Wright, Attorney & FP
Kimberly is an attorney with a strong background in financial planning and compliance, ensuring that our clients maximize their financial efficiency while adhering to regulations.
Anna Li, IA
With a keen analytical mind, Anna specializes in market research and portfolio management, providing insights that help clients make informed investment decisions.
Success Stories
Transforming Visions into Reality
Retirement Planning for a Growing Family
We assisted a young family in creating a comprehensive retirement plan that balanced immediate financial needs with long-term savings goals, resulting in peace of mind for their future.
Business Expansion Advisory
Our team guided a local business through a successful expansion strategy, including financial forecasting and resource allocation, leading to a 30% increase in revenue within the first year.
Investment Portfolio Diversification
We helped a high-net-worth client diversify their investment portfolio across various asset classes, significantly reducing risk while enhancing potential returns in a volatile market.