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Sovereign Financial Group is a Raleigh, North Carolina based Registered Investment Advisor.
We provide comprehensive wealth management to individuals and families who fit our Client Profile.
We work exclusively with individuals and families.
We are fee-only, so we work exclusively for our clients, not for investment commissions.
We are fiduciaries, legally committed to our clients' best interests - always.
We add value for our clients by delivering on commitments. We use structured processes to create consistency, because consistency is essential for effectiveness.
Our processes are structured, but our clients are unique and deserve more than "boilerplate" solutions.