Sovereign Financial Services, Maryland Employee Directory

Financial ServicesUnited States0-1 Employees

As a respected, independent wealth management firm, Sovereign Financial Advisers was founded upon the principle of stewardship – the careful and responsible management of your financial assets to reach your goals now and in the future. Every aspect of our company functions so that trust and accountability are high, investment choices are actually choices, ethical and moral standards are upheld, and personal relationships are respected.
We are an independent, fee-only financial planning firm dedicated to helping clients and their families build a sustainable financial future. Fee-only simply means that you pay us for our services; this allows us to focus on the process of financial planning not on commissions from financial product sales. You can be assured of unbiased advice that is in your best interest.
We think the most important part of financial planning is an understanding of your unique circumstances. We therefore take the time to uncover your “money personality” (a set of attitudes about money that determines what influences your decisions), clarify your financial objectives, and evaluate the current state of your finances. We then formulate plans and strategies that best fit your needs.

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