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Ark Financial
Austin, TX

Jeff Socha

Reduce your taxes by 10-40% and reach your goals 18 years faster than average.

Meet Jeff

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Why I became a financial advisor — Jeff Socha
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Why clients hire Ark Financial – Jeff Socha
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Why tax planning? – Jeff Socha
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What advice do you give for a good financial advisor? — Jeff Socha
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When you helped a client — Jeff Socha
Video Transcripts

Jeff Socha is a Senior Advisor and Founding Partner at Ark Financial. Jeff’s specialization in business and personal tax efficient financial planning is in his family’s roots – he spent years working in the family business, founded by his grandfather in 1950 before taking a position as a member agent at the Nautilus Group, and eventually co-founding his own boutique planning firm in Austin. He is a proud graduate of…

Jeff Socha is a Senior Advisor and Founding Partner at Ark Financial. Jeff’s specialization in business and personal tax efficient financial planning is in his family’s roots – he spent years working in the family business, founded by his grandfather in 1950 before taking a position as a member agent at the Nautilus Group, and eventually co-founding his own boutique planning firm in Austin. He is a proud graduate of Texas A&M University with a bachelor’s degree in finance and engineering.

Jeff has extensive experience developing intricate financial solutions for business owners and executives across several industries. Consequently, he works with clients ranging from established corporations and family businesses to professional individuals and their families.

He has worked with some of the top businesses and families in Texas, helping them to solve complex problems involving estate, financial and insurance planning. His innovative solutions for lowering the risk of business ownership and increasing his client’s profitability are nationally recognized.

Furthermore, Jeff uses his passion for helping business owners and individuals to also achieve financial success in the political arena. Here, Jeff is involved in two political action committees where he lobbies the United States Congress on finance and tax regulations. He speaks throughout the community on topics such as business succession, estate planning, stewardship and financial responsibility.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Alternative Investments
LGBT Services
Socially Responsible Investing
Cross Border Planning
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Hourly
Flat Fee/Retainer
Fee & Commission
Based on % of assets

Memberships

FPA - Financial Planning Association
NAIFA - National Association of Insurance and Financial Advisors 

Education

Bachelors
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