3520 Executive Center Drive,
Suite 124 | Austin, TX 78731

Specialty Financial Solutions Tailored to Your Family and Business Goals.

Business, Estate &
Financial Planning Experts.

Our goal is to be America’s best financial planning firm with dedication to the highest quality of customer service delivered with a sense of warmth, friendliness, individual pride, and company spirit.

Our Latest Videos

Jeff Socha on Financial Advising

We provide exceptional service with our ability to...

Assist clients in making sound decisions about their money—and not just about investments, but about the entire range of their financial challenges—and to do so through satisfying, long-term relationships with their clients.

For Myself & Family

Ark Financial help you gain control over every aspect of your financial life with our proprietary tax efficient financial planning services.
Read More

For My Business

Have you established a business succession plan?
Read More

Strategic Partnerships

We collaborate strategically with other advisors to produce the very best results for our mutual clients.
Read More


Resources at Your Fingertips From Cash Flow Analysis to Deferred Compensation, we have you covered.
Read More

Financial Planning

What motivates your financial planner? Is it your growth and success?
Read More

Featured By

Client Spotlights

EBCO General Contractor, LTD

EBCO has roots that originated in Cameron in 1984 serving as a residential and light commercial framing contractor. The company quickly established a reputation for excellence, providing personalized service and high quality construction standards, which in turn motivated repeat business and strong customer relationships. Ark Financial is proud to call EBCO a client. We hope you enjoy learning about the work they provide the community!


It’s not easy being green, just ask the team at Fitzgerald’s. Fitzgerald’s made a concerted effort to be a “green” company since the beginning of their formation. With a goal to be Waco’s leader in the green industry, they utilize organic applications throughout their customer base. Their natural and organic service is the responsible way to maintain landscapes in both a healthy and green way. Fitzgerald’s does not do this because it’s popular. Rather, they do it because they care about their community since they live there too.