Sorum Financial

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Sorum Financial 2nd and 3rd generation financial advisors that combine your priorities with our guidance.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Surprises crop up every day, and they’re a great reason to work with us.
10/05/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

Some diets lighten nothing but your wallet. Here’s a few to avoid.
09/28/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

The market is as unpredictable as the weather. We’re here to help you prepare.
09/21/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

Childhood attitudes and habits can determine your child's health in his or her adult years.
09/14/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

An ILIT could play a role in your estate strategy.
09/07/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
08/31/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

The beans brewed for your morning coffee may have changed hands many times.
08/24/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/17/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
08/10/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Address

2259 N State Route 48
Lebanon, OH
45036

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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