Ark Financial

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3520 Executive Center Dr Ste 124
Austin, TX 78731
+1 (512) 660-5703
https://arkfinancial.com

Ark Financial is a wealth management firm based in Austin, Texas, specializing in personalized financial solutions for successful entrepreneurs and professionals. With over 12 years of experience, they offer a suite of Family Office services, including tax-efficient entity structures, estate planning, and personal finance organization, all aimed at enhancing their clients' lives and helping them achieve their goals.

As fiduciaries, Ark is committed to providing fee-based services and acting in the best interests of their clients. Their team of dedicated professionals, including a Chief of Staff for each client, utilize the Ark Family Office Operating System to create tailored plans for wealth expansion, risk management, and philanthropy, ensuring that each client receives the personalized attention they deserve.

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Reviews

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5.04 reviews
Joe M.
7/23/2016

I wasn't necessarily looking for a financial planner in Austin before I moved, but I'm really glad I met Jeff. I know you can't judge financial success based on the short term, but I've been...

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Stephanie T.
7/2/2020

Jeff Socha is wonderful! He met with me for 30 minutes to review advice regarding a pension fund and he didn't charge me anything! Very sound advice. Great personality. We'll be seeing him for...

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Joe I.
11/14/2018

I started working for ARK Financial in August 2018. When I first met Jeff, I was well on my way to opening my firm. However, he offered me an appealing position with new and unique challenges. I...

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Clayton W.
8/14/2019

Ark's service has become a one stop shop when I consider financial matters. The team based approach leaves me feeling confident they can handle all my money concerns, not just tax or investments....

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