Sojourn Wealth Advisory

Finance · Maryland, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1818 Pot Spring Rd Ste 206, Timonium, Ma...

Phone Number

(410) 941-3005

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Sojourn Wealth Advisory

Sojourn Wealth Advisory is dedicated to helping families manage their financial resources to enhance their opportunities and clarity throughout life's journey. The firm focuses on families seeking to elevate their financial trajectory and gain momentum in their financial lives. Their approach involves identifying clients' financial positions, organizing their financial lives, and charting a course of action to achieve desired outcomes. By providing tailored investment advisory services, they aim to empower families to make informed financial decisions that positively impact their lives and communities.Explore more
Sojourn Wealth Advisory's Social MediaPopular SearchesSojourn Wealth Advisory LLCSojourn Wealth AdvisorySean M Williams, CFP®Sojourn Wealth Advisory - 48com SojournWealthAdvisorySIC Code 62,628NAICS Code 52,523Show more

Sojourn Wealth Advisory Org Chart

PhoneEmail
SW
United States flag for contact location.

Wealth Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Sojourn Wealth Advisory your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Sojourn Wealth Advisory

Compare insights from companies similar to Sojourn Wealth Advisory, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sojourn Wealth Advisory

<$5M
1-10
Private
-
2016
SW
Sean WilliamsWealth Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KH
Kelly HigginsCertified Financial Planner & Professional
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
<$5M
1-10
Private
-
1997
NB
Neil BitzerSenior Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sojourn Wealth Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sojourn Wealth Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sojourn Wealth Advisory.

Sojourn Wealth Advisory Tech Stack

A closer look at the technologies used by Sojourn Wealth Advisory

Top Finance Companies

Frequently Asked Questions Regarding Sojourn Wealth Advisory

What is Sojourn Wealth Advisory's official website?
Sojourn Wealth Advisory's official website is www.sojournwealth.com
What is Sojourn Wealth Advisory's Revenue?
Sojourn Wealth Advisory's revenue is <$5 Million
What is Sojourn Wealth Advisory's SIC code?
Sojourn Wealth Advisory's SIC: 62,628
What is Sojourn Wealth Advisory's NAICS code?
Sojourn Wealth Advisory's NAICS: 52,523
How many employees does Sojourn Wealth Advisory have?
Sojourn Wealth Advisory has 1-10 employees
What industry does Sojourn Wealth Advisory belong to?
Sojourn Wealth Advisory is in the industry of: Finance, Securities Trading
What is Sojourn Wealth Advisory competition?
Sojourn Wealth Advisory top competitors include: Lautus Wealth Advisory, Dédé Wealth Management, Website Design, Encompass Financial Partners
What technology does Sojourn Wealth Advisory use?
Some of the popular technologies that Sojourn Wealth Advisory uses are: Smarsh, Google Workspace, Gmail, BlueHost
How do I contact Sojourn Wealth Advisory?
Sojourn Wealth Advisory contact info: Phone number: (410) 941-3005 Website: www.sojournwealth.com
What does Sojourn Wealth Advisory do?

Sojourn Wealth Advisory is dedicated to helping families manage their financial resources to enhance their opportunities and clarity throughout life's journey. The firm focuses on families seeking to elevate their financial trajectory and gain momentum in their financial lives. Their approach involves identifying clients' financial positions, organ... izing their financial lives, and charting a course of action to achieve desired outcomes. By providing tailored investment advisory services, they aim to empower families to make informed financial decisions that positively impact their lives and communities.Read More

What are Sojourn Wealth Advisory social media links?
Sojourn Wealth Advisory Linkedin page Sojourn Wealth Advisory Twitter page Sojourn Wealth Advisory Facebook page
Is Sojourn Wealth Advisory a public company?
Sojourn Wealth Advisory is private company therefore does not currently have an official ticker symbol
See more information about Sojourn Wealth Advisory

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.