Sovereign Financial Group, Inc. - fee-only financial advice.
3737 Glenwood Avenue, Suite 100, Raleigh, NC 27612
Phone: 919-573-6110
Toll Free: 866-455-1676
email: discover@sovereignfinancialinc.com

Landfall Business Center, Wilmington, NC
Phone: 910-509-1676

 
Quick Links



.: WELCOME :.


Sovereign Financial Group is a North Carolina Registered Investment Advisor firm that provides comprehensive wealth management services on a fee only basis. Founded in 2000, our mission is to partner with clients to establish and achieve financial goals through disciplined planning and management of investment assets. We are completely independent and unaffiliated with any sales or brokerage organization, and our clients pay no hidden sales charges or investment commissions. The advice that we provide to clients is completely objective and unbiased.

Our services include financial planning, investment management, retirement planning and estate planning. Our purpose is to help build, manage, and preserve your wealth. Our success is not measured by performance statistics, but rather by our client's success in achieving their goals.

Click here to learn more about our Services.

Our clients understand that by coordinating and managing today's financial decisions the can achieve their goals for tomorrow. Our clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative.


Clients - Click Here to Access Investment Account Information, Financial Plans, and Account Aggregation.