The Sovereign Experience
"Our talents are many, our ideas are unique, our backgrounds are varied, and our experience is expansive. We strive to bring the best ideas to the table and we accomplish more for our clients. We work smarter together." - Russell Gebhard
Sovereign Wealth Advisors provide an all-around positive and enriching experience for each of our clients. We do everything in our power to guide our clients by clearly evaluating their needs, goals, and specific life situations while maintaining a disciplined, holistic approach to their finances.
Whether your needs are big or small, we can match you with the perfect professional to pursue your goals. Contact Us today to learn more about the Sovereign Experience.
The Sovereign Advantage
Our independent business model allows us to deliver the strength, experience and resources of a Wall Street firm with the level of personal attention and service only found in boutique firms.
Our advisors are affiliated with LPL Financial which translates to more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities.
We provide a comprehensive list of financial planning services such as asset management, financial planning, retirement planning and more.