SOESBE FINANCIAL

Overview

Soesbe Financial is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm serves both individual and family clients as well as select institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. In addition to advisory services, the firm lists accounting among its business activities, indicating a blend of tax and financial planning capabilities. Investment activity centers on discretionary portfolio management delivered through pooled public funds and separately managed accounts. Fee arrangements are flexible and include a percentage-of-AUM component as well as hourly and fixed-fee options, enabling the firm to tailor billing to client needs. Soesbe Financial does not position itself as an ESG-focused manager and is not registered as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices