- Registered Investment Advisor Firm
- Founded in 2000
- Wealth Management for individuals and families
- Fiduciaries - legally bound to put our clients first
- No commissions, no conflicts of interest
- Work only with clients to whom we believe we can add significant value
Sovereign Financial Group is a Registered Investment Advisor firm that provides comprehensive wealth management services. We are fee-only, which means we work exclusively for our clients and have none of the conflicts of interest that can arise from commission-based investment product sales. Investment Advisors are fiduciaries. Unlike brokers, who sell investment products for commissions and must only meet a standard of "suitability" for those products, we are legally bound to put our clients' best interests first – always. We gladly accept this higher standard.
We work only with clients to whom we believe we can provide significant value. There are many types of financial advisors, and not every advisor is right for every client. We believe that client-advisor "fit" is critical for a successful and productive relationship, so we only accept clients who fit our Client Profile.
Sovereign was founded by owner and President Christopher Spirko, who studied economics at North Carolina State University. After graduating, Chris was a registered representative for a financial services firm that specialized in retirement plans for non-profit organizations. Over time he found that he enjoyed more in-depth work with individual clients tremendously, and founded Sovereign in 2000 to focus exclusively on the planning and investment needs of individuals and families.