Our Mission
To Provide a platform for Investment Advisors to build the firm of their dreams. To be “marketing supportive” for our advisors to build their business the way they want to grow it.
Our Vision
To have a company that feels like a large family and partnership in business.
To have hundreds of tax and investment advisors nationwide that support each other and build each other up to achieve greatness.
To have an army of 401k advisors that dominate the retirement plan market nationwide.
To enjoy the journey together – have annual meetings in exotic locations, have fun, laugh, make friends, enjoy the journey!
Our Values
We are fiduciaries – We will do with our client’s money the same we would do with our own.
We believe in the Win Win mentality. When doing business we should always make sure we’re giving value to those we work with.
The Golden Rule. Treat others like you would want to be treated.
History of Soar Financial and Our President
Ben DeFoor EA CRPS has been in the Investing business since the beginning of 2014. He spent years building up his own business in the investment space.
Through his career in financial services he saw many firms were unnecessarily restrictive of advisors businesses which made it difficult for them to build their businesses. He felt they weren’t taking a supportive role and dreamed of having a platform available for advisors nationwide to have their own business where they could exercise freedom while still being compliant. He even thought the firm could assist the advisor with marketing and getting new clients. Later in 2020 he decided to start his own RIA firm Soar Financial LLC for his own business and also to make it a platform for other professionals nationwide to do business.