Core Values


Client Needs Always Come Firstretirees3

  • Our sole focus is devoted to building a lasting relationship and understanding your financial objectives.

Extensive Dedication and Experience

  • Sovereign advisors have the ability to concentrate their efforts on the strongest aspects of financial services that can be of the greatest help to you.

Unbiased Research

  • We are able to provide unbiased investment recommendations that integrate a broad scope of investment products of which we have direct access to.

Investment Strategies for All of Your Needs

  • The advisors at Sovereign have direct access to superior tools and technology that can address a variety of financial needs and situations.

Account Protection

  • LPL Financial’s membership with the SIPC provides extensive account protection that reflects a strong commitment to servicing your investment needs.

One-on-one Relationship Supported by the Industry’s Best

  • Sovereign advisors are further supported by over 2,700 employees in LPL Financial’s headquarters, assisting with everything from client service to continuing education on the latest products.