Sovereign Financial Group, Inc.

Sovereign Financial Group, Inc. SFG is an SEC Registered Investment Advisory firm. Please see disclosures at https://www.sfgroupinc.com/disclosures We are on your side.

As an independent, family owned practice, our Raymond James financial advisers pride themselves on delivering integrated and unbiased advice for all our clients' financial planning and investment management needs. It is our independence that helps assure you will receive objective guidance while coordinating your financial needs. Since we are independent and we have no product to “push”, we focus

on examining your needs, then, finding the solutions that can help meet those needs. In other words, we are your advocate.

“I’ll figure that out closer to retirement…” is a thought many people have at some point.And on the surface, it feels re...
06/22/2026

“I’ll figure that out closer to retirement…” is a thought many people have at some point.

And on the surface, it feels reasonable.

Spending patterns begin to set expectations. Investment decisions start to influence how future income will behave. Tax exposure evolves as different accounts grow in different ways. And over time, the structure that will eventually support retirement is quietly being built.

The longer decisions are delayed, the fewer options there tend to be. Adjustments become more reactive, and flexibility starts to narrow in ways that aren’t always obvious until later.

Some of the strongest foundations are built quietly over time.To those doing the work every day—Happy Father’s Day.
06/21/2026

Some of the strongest foundations are built quietly over time.

To those doing the work every day—Happy Father’s Day.

Juneteenth is a time to reflect, recognize, and continue learning.A meaningful moment that holds both historical signifi...
06/19/2026

Juneteenth is a time to reflect, recognize, and continue learning.
A meaningful moment that holds both historical significance and present-day importance.

06/18/2026

Chuck’s recording LIVE at the Morningstar Investment Conference in Chicago. In this segment, Chuck catches up with Laura Lutton, Head of Manager Research, Morningstar to discuss:

👉 The funds in the ALTs / Semiliquid space can often times be opaque… Morningstar research can now help!

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06/18/2026

Chuck’s recording LIVE at the Morningstar Investment Conference in Chicago. In this segment, Chuck catches up with Dan Zitting, CEO, Nitrogen to discuss:

👉 AI will not replace advisors. But… Advisors who best leverage AI will replace advisors who don’t!

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: Fueled by InvestmentNews
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It’s easy to feel like the crowd knows something you don’t.When markets are moving, headlines are loud, and certain idea...
06/18/2026

It’s easy to feel like the crowd knows something you don’t.

When markets are moving, headlines are loud, and certain ideas seem to be everywhere, following along can feel like the safer choice.

But we’ve seen how this plays out over time.

Decisions made in those moments are often reactive, not intentional. Buying after momentum builds, stepping away when uncertainty rises.

Having the right perspective helps bring things back to what actually matters. Making decisions based on your situation, your timeline, and your goals, not just what everyone else is doing.

06/18/2026

Chuck’s recording LIVE at the Morningstar Investment Conference in Chicago. In this segment, Chuck catches up with Stacy Havener, Founder / CEO, Havener Capital Partners to discuss:

👉 What to focus on as your build your narrative!

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: Fueled by InvestmentNews
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06/18/2026

Chuck’s recording LIVE at the Morningstar Investment Conference in Chicago. In this segment, Chuck catches up with Kunal Kapoor, CEO, Morningstar to discuss:

👉 Private markets are opaque… Morningstar can now help!

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: Fueled by InvestmentNews
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06/17/2026

Chuck’s recording LIVE at the Morningstar Investment Conference in Chicago. In this segment, Chuck catches up with Alex Rabinovich, Halo to discuss:

👉 Going RIA doesn’t mean going alone! Partners like Halo can get you access to the solutions you want.

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: Fueled by InvestmentNews
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06/17/2026

Chuck’s recording LIVE at the Morningstar Investment Conference in Chicago. In this segment, Chuck catches up with Sanjay Arya, CFA, Head of Innovation, Index Products, Morningstar to discuss:

👉 Finally! An index for ALTs!!!

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: Fueled by InvestmentNews
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Address

60 East 42nd Street/Floor 47
New York, NY
10165

Opening Hours

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

Telephone

+12129221402

Website

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