John Soutsos
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Bringing over 29 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

John SoutsosOur clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

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Latest Blog Posts

Quarterly Program Commentary: Value and the U.S.

Filed Under: Portfolio Management | Wealth Management

20 July, 2018

Quarterly Program Commentary: Value and the U.S.... Read More

Q1 2018 - MARKET COMMENTARY

Filed Under: Financial Planning | Special Reports and Newsletters

23 April, 2018

After a strong start to the year in January, all major stock and bond indexes declined in the first quarter of 2018. Similarly, th... Read More

 
  • We are with John Soutsos since 1986. Over 23 years we got to know John well. He is sincere and if I have any concerns about our Investments, I do know that John will be more than happy to put my mind at ease and answer any questions I have.

    – Lola B.

 
 
  • I find John provides me with a level of comfort when it comes to investing in today’s hectic financial markets.

    – Roger P.