History of the Firm

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The Legacy Continues

In May 1983, a business concept was envisioned to create a financial planning service which would help families make important decisions impacting their short, intermediate and long-term goals.  For most families, the decisions generally revolved around saving for retirement and their children's education; buying a home, changing jobs, embarking on a second career and many other normal life decisions.  Nancy Socha started the Firm while raising her two small children.  As the Firm grew and more services were added, the staff grew as well, and Lou Socha joined the Firm in 1999 to direct the investment management side of the business.

The success of the vision is due to wonderful clients, a talented and committed staff and a strong desire to continue to build these services long into the future.  Nancy and Lou retired in 2018 and the current owners of the Firm – Michael Socha, CFA® Michelle Socha Vang, CFP® Jolie McCarthy, CFP® and Nina Socha, CFP® - welcome you, and hope you find that our goal of guiding you on your financial journey fits with your goals for the future.


Socha Financial Group, LLC