so·mos — "We Are" in Spanish
Built to serve settlement beneficiaries
We built Somos Financial Partners to help settlement beneficiaries maximize their settlement for their specific needs. We understand how hard you have fought for your case — and we're determined to change the unfortunate story where hardworking people receive a settlement and, within a few years, it's gone.
We are here to make sure that doesn't happen to you.
Who We Are
Independent. Fiduciary. Focused.
Texas-Based RIA
Registered Investment Advisor, fully licensed and regulated, held to a fiduciary standard.
Built for Settlement Clients
We don't serve everyone. We specialize in settlement management for beneficiaries and their families.
Attorney & CPA Network
Strong relationships across legal, tax, and trust disciplines to support every plan.
Institutional Custody
Your assets are held at Altruist — independent, secure, and always accessible.
Meet the Team
Experienced advisors, personally invested
Lewis Leavitt
MBA
Co-Founder and Managing Partner
Lewis Leavitt, Co-Founder and Managing Partner of Somos Financial Partners, brings a disciplined, credit investor's approach to one of the most overlooked problems in financial planning: how to responsibly manage a legal settlement or award. Somos is an Austin-based, Texas-registered investment advisory firm built specifically for recipients of legal settlements and awards. Lewis and the Somos team work alongside the attorneys who represent these clients to turn a one-time award into lasting financial security.
Dallas Griffin
CFA, MBA
Advisor to Somos
20-year finance veteran and CFA Charterholder. University of Texas MBA with a Concentration in Investment Management.
Let's protect what you earned.
Somos Financial Partners is a Registered Investment Advisor. Registration does not imply a certain level of skill or training. Ask us for a copy of our Form ADV Part 2A and 2B.