Sovereign Financial Services, LLC

Sovereign Financial Services, LLC We are fee only fiduciary financial planning firm dedicated to helping clients and their families We have no hidden or indirect fees.

Unlike large brokerage firms, whose system of doing business creates subtle but harmful conflicts of interest between a broker and their clients, Sovereign Financial is motivated only by our client’s interests. Our company was founded to provide a better alternative to the traditional brokerage model, with the belief that expert advice can only be provided with complete objectivity and transparenc

y. As a, truly sovereign wealth management firm, we have the size, scale, and systems to provide world-class service that delivers on the promise of a true fiduciary. Why Choose Sovereign Financial

Conflict-Free Advice

Our advice-driven approach eliminates conflicts of interest vs. a product-driven approach which rewards doing transactions for commissions
Being a Registered Independent Advisor, not a Broker-Dealer…we are required by law to operate with a higher “Fiduciary” standard putting clients’ interests above all else
We are compensated solely by the advisory fee we charge, not commissions from products sold
Goal-based Wealth Management

We are focused on both personal and financial goals, customized to create an individual client roadmap
With the end goals in mind, our disciplined approach avoids emotional decisions based on short-term market conditions
Our innovative thinking, up-to-date investment analysis and superior service enhance the quality of financial and investment decisions
Individually-Tailored Portfolios

Completely open architecture without product constraints; no pre-established platform; investment selections based on fit with your objectives and preferences, Each investment option is evaluated within the context of each client’s unique, integrated plan
Proactive, tactical asset allocation and ongoing re-balancing keeps portfolios on track toward long term goals
Objective research enables us to have greater insight into investment options


Dedicated Investment Advisers

Smart, experienced professionals dedicated to delivering personalized, expert advice
Wealth Advisors who value knowing our clients well, so as our understanding grows, the better we can serve your needs
We separate business development from wealth management and service so we can focus on providing a great wealth management experience
Having grown past operating as a small practice, we are a firm with scale and processes to enable advisors to have the systems and support needed to serve clients well
Transparency

We believe in being fully transparent about the fees we charge. Clients receive annual fee statements and interim statements as requested
We use third-party providers in appropriate areas of our business (reporting, trading, custody, etc.) to enable good checks and balances

05/04/2020
Tax time, some best practices for charitable giving.
03/05/2015

Tax time, some best practices for charitable giving.

Charity Navigator reveals the best practices of the most informed givers.

There are alternatives to court, check out #7, Let Sovereign Financial be a part of your collaborative team to guide yo...
10/22/2014

There are alternatives to court, check out #7, Let Sovereign Financial be a part of your collaborative team to guide you through the process.

These ten tips will help you ensure you have the right expectations to make your divorce as successful as possible.

If you are facing Divorce there are so many financial questions to be answerd. Let Sovereign Financial Services, LLC an...
08/15/2014

If you are facing Divorce there are so many financial questions to be answerd. Let Sovereign Financial Services, LLC and Shawn Miller, Certified Divorce Financial Analyst (CDFA), help guide you through the process.

08/08/2014
07/16/2014
07/10/2014

By Lisa Noah, Branch Manager When they're planning for retirement, investors always want to know "How much should I be saving?" This question is present throughout the entire retirement planning process: How much retirement savings should I have at 35? How about at 40 or 50? Am I retiring too early?

07/10/2014

Here are some financial mistakes to avoid when it comes to negotiating your divorce settlement.

Congratulations Shawn on your most recent designation of CDFA (Certified Divorce Financial Analysts).If you or someone y...
06/04/2014

Congratulations Shawn on your most recent designation of CDFA (Certified Divorce Financial Analysts).

If you or someone you know is contemplating Divorce, let Sovereign Financial guide you through the Financial aspects.

Call us today for a FREE discovery consultation.

http://www.institutedfa.com/Public.php?Why-Hire-a-CDFA-4

The average length of the U.S. divorce process is one year. In the beginning stages of the process, both parties spend a great deal of time trying to get a clear understanding of the financial aspects and terminology of the separation. A Certified Divorce Financial Analyst® (CDFA™) professional can…

Address

305 W. Chesapeake Avenue, Suite 402
Towson, MD
21204

Opening Hours

Monday 8:30am - 4pm
Tuesday 9:30am - 4pm
Wednesday 9:30am - 4pm
Thursday 9:30am - 4pm
Friday 8:30am - 4pm

Telephone

+14105753120

Website

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