Advisors, ready to level up?
Why Choose Sovereign Wealth Advisors?
Independence. Sovereign Wealth is committed to empowering advisors with the resources and support they need to provide exceptional guidance to their clients. With a strong foundation that combines a positive culture with institutional-level services, we offer the best of both worlds. We're constantly expanding our services, investing in technology, and building a knowledgeable team to help our advisors meet their clients' financial independence goals. Our focus on client experience and community has fueled our growth, and we're dedicated to continuing to provide tailored solutions for each individual we serve.
Rise to your independence and make Sovereign Wealth Advisors your next professional home.
Support
Our Service Model Offers You the Support You Need to Succeed
You'll receive comprehensive support for your success, including client service, technology, transition support, and compliance. Whether you're starting your own practice, transitioning to a new role, or planning for succession, we have the resources and expertise to guide you through the process and help you seize new opportunities for your business and clients.
"Our talents are many, our ideas are unique, our backgrounds are varied, and our experience is expansive. We strive to bring the best ideas to the table to accomplish more for our clients. We work smarter together."
- Russell Gebhard, CEO and Founder
Advisor Focused
Independence starts with the freedom to work with a variety of financial firms:
Technology
- Local IT support and easy service requests.
- Comprehensive software to support your business from accounting to file storage.
Transitions
We are ready to support you when you’re ready to:
- Become independent
- Acquire a practice
- Build a succession plan
- Change models
- Onboard new staff
Concierge Support
- You will have a range of solutions and team member support to run your business.
- Benefit from a dedicated compliance and operations team to serve as your advocate.
Paul Dixon, SVP and Branch Operations Manager
"I like the fact that I have the freedom at Sovereign to pick almost any solution to match my clients financial goals. And if Sovereign doesn’t offer it, we can usually add it much quicker then most firms. I'm not stuck in a box or have conflicts of interests fighting my firm against my clients best interests with proprietary product pushes or sales quotas. A truly Independent firm."
Brandon Gay, VP and Wealth Advisor
"The most rewarding aspect of being part of SWA is that they truly do put clients first. All Firms advertise that they do but then have mandatory credit card sales, account loans or company products that have to be sold every month by their Advisors. In all of my time here that has never even been discussed. It has always been do what’s best for your clients, period. Use whatever products that fit their needs, time line, risk profile etc. With that type of mindset it makes it very easy to align with my passion for helping clients. We also are constantly being provided with market information and how headline news is impacting the outlook."
Ron Meckler, VP and Wealth Advisor
"Sovereign has a camaraderie that's unique. It is my 'work family'. SWA cares about professional topics and personal issues. Unlike other firms, we openly discuss ideas or issues to get different viewpoints. Everyone's years of professional expertise and life experiences are available to everyone else."
John Blair, VP and Wealth Advisor
"Being a part of SWA has enhanced my growth as a financial advisor primarily by the many different backgrounds of all the other advisors and the willingness of each of them to help in explaining products and/or processes in each of their area of expertise. With more than 30 advisors with many different backgrounds there will always be something to learn and certainly always someone available to help you or your clients no matter what obstacle you face."
Teresa Theobald, VP and Wealth Advisor
"The most rewarding part of being an advisor at SWA is having the freedom to help my clients via so many choices! I get to choose among hundreds of money managers, my own CRM, the most favored planning tools, to name a few. I am not beholden to any one company for anything that I provide for my clients. As every client has unique circumstances and issues, they deserve a customized plan and services to fit their specific needs. It is the customization and personal attention that our clients desire and deserve. I also love the individuals I work with, as they are among the best in my entire career."
Matthew Holder, VP and Wealth Advisor
"The most rewarding part of being with Sovereign Wealth Advisors is you are a member of a unique team, and you have a voice. Knowing you are aligned with a small group that shares the same vision and understands the value of offering true independent financial advice is priceless!"