Who We Are

What We Do

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What We Do

What We Do

What We Do

Tap into the multi-trillion-dollar options market with data-driven strategies built for today’s dynamics

Designed to empower informed investors and seamlessly complement your broader portfolio

Wealth Management

Wealth Management

Wealth Management

Stable Income Strategy

Stable Income Strategy

Stable Income Strategy

Dynamic Growth Strategy

Dynamic Growth Strategy

Dynamic Growth Strategy

Retirement Risk Guard

Retirement Risk Guard

Retirement Risk Guard

Direct Ownership Model

Direct Ownership Model

Direct Ownership Model

Strategy capacity is intentionally capped to preserve execution quality, investor alignment, and long-term integrity. 

Schedule a consultation

Schedule a consultation

Schedule a consultation

Welcome Onboard

At Soina Financial Group, onboarding is fast, transparent, and built for long-term alignment. 

Conduct a proprietary risk evaluation to align you with a suitable strategy

Establishes fit and ensures your portfolio is matched to appropriate risk‑aware solutions

Conduct a proprietary risk evaluation to align you with a suitable strategy

Establishes fit and ensures your portfolio is matched to appropriate risk‑aware solutions

Conduct a proprietary risk evaluation to align you with a suitable strategy

Establishes fit and ensures your portfolio is matched to appropriate risk‑aware solutions

Establish an Interactive Brokers account – in your name, under your ownership, like any brokerage account you hold

Reinforces transparency and control, with custody remaining fully yours

Establish an Interactive Brokers account – in your name, under your ownership, like any brokerage account you hold

Reinforces transparency and control, with custody remaining fully yours

Establish an Interactive Brokers account – in your name, under your ownership, like any brokerage account you hold

Reinforces transparency and control, with custody remaining fully yours

Authorize limited trading access and sign the advisory agreement to get started with us

Keeps control in your hands while enabling us to manage the strategy on your behalf

Authorize limited trading access and sign the advisory agreement to get started with us

Keeps control in your hands while enabling us to manage the strategy on your behalf

Authorize limited trading access and sign the advisory agreement to get started with us

Keeps control in your hands while enabling us to manage the strategy on your behalf

Receive real‑time access, quarterly updates, and ongoing communication to stay informed and confident

Ensures clarity, transparency, and trust throughout the relationship.

Receive real‑time access, quarterly updates, and ongoing communication to stay informed and confident

Ensures clarity, transparency, and trust throughout the relationship.

Receive real‑time access, quarterly updates, and ongoing communication to stay informed and confident

Ensures clarity, transparency, and trust throughout the relationship.

Start Your Growth Journey

Schedule a consultation

Start Your Growth Journey

Schedule a consultation

Start Your Growth Journey

Schedule a consultation

Frequently Asked Questions

Do I need to change my current investments?
Do I need to change my current investments?
Do I need to change my current investments?
How is my account managed and monitored?
How is my account managed and monitored?
How is my account managed and monitored?
What are the tax implications?
What are the tax implications?
What are the tax implications?

Still have questions? Reach out and get answers tailored to your situation

Schedule a consultation

Schedule a consultation

Schedule a consultation

Soina Financial Group delivers transparent, tailored investment strategies designed to protect and grow families’ portfolios, backed by 10+ years of Wall Street expertise

GA Lic CRD# 326460


Investment advisory services are offered through Soina Financial Group, LLC, a Registered Investment Adviser. By accessing this website, you agree to our Terms & Conditions and Privacy Policy. The information presented herein is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any securities or investment strategies. Any references to historical or expected returns, or probability projections, are hypothetical, do not reflect actual investment results, and are not guarantees of future performance. The content on this site is not intended to be a complete description of Soina’s investment advisory services.


Before investing, carefully consider your financial objectives, risk tolerance, and Soina’s fees. Soina Financial Group is not a bank or depository institution and is not licensed as such in any jurisdiction. Investments offered through Soina are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All trademarks and registered trademarks are the property of their respective owners. Reference to any third-party products, services, or entities does not imply endorsement or affiliation.


Soina Financial Group delivers transparent, tailored investment strategies designed to protect and grow families’ portfolios, backed by 10+ years of Wall Street expertise

GA Lic CRD# 326460


Investment advisory services are offered through Soina Financial Group, LLC, a Registered Investment Adviser. By accessing this website, you agree to our Terms & Conditions and Privacy Policy. The information presented herein is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any securities or investment strategies. Any references to historical or expected returns, or probability projections, are hypothetical, do not reflect actual investment results, and are not guarantees of future performance. The content on this site is not intended to be a complete description of Soina’s investment advisory services.


Before investing, carefully consider your financial objectives, risk tolerance, and Soina’s fees. Soina Financial Group is not a bank or depository institution and is not licensed as such in any jurisdiction. Investments offered through Soina are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All trademarks and registered trademarks are the property of their respective owners. Reference to any third-party products, services, or entities does not imply endorsement or affiliation.


Soina Financial Group delivers transparent, tailored investment strategies designed to protect and grow families’ portfolios, backed by 10+ years of Wall Street expertise

GA Lic CRD# 326460


Investment advisory services are offered through Soina Financial Group, LLC, a Registered Investment Adviser. By accessing this website, you agree to our Terms & Conditions and Privacy Policy. The information presented herein is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any securities or investment strategies. Any references to historical or expected returns, or probability projections, are hypothetical, do not reflect actual investment results, and are not guarantees of future performance. The content on this site is not intended to be a complete description of Soina’s investment advisory services.


Before investing, carefully consider your financial objectives, risk tolerance, and Soina’s fees. Soina Financial Group is not a bank or depository institution and is not licensed as such in any jurisdiction. Investments offered through Soina are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All trademarks and registered trademarks are the property of their respective owners. Reference to any third-party products, services, or entities does not imply endorsement or affiliation.