Who We Are
We are independent, yet part of a team. Our leaders bring out the best in each other, valuing and respecting the uniqueness and varied perspectives of one another.
Our History
In 2005, Russell (Rusty) Gebhard founded Sovereign Wealth Advisors upon an independent business model that allowed the company’s sole focus to be two-fold: provide clients with personalized service and support independent advisors with the tools needed to be successful. Established as a platform for clients and brokers alike, Sovereign Wealth Advisors serves as a place where they can thrive—where independence, leadership, and excellence are of utmost importance.
Sovereign Wealth Advisors serves clients nationwide and throughout southeast Texas. Many of the area’s top wealth consultants have joined Rusty to form a team whose senior management has over 300 combined years of experience. Since its origin, Sovereign Wealth Advisors has established itself as one of the fastest growing firms in Texas.
Our Core Values
Client Needs Always Come First
Our sole focus is devoted to building a lasting relationship and understanding your financial objectives.
Extensive Dedication and Experience
Sovereign advisors have the ability to concentrate their efforts on the strongest aspects of financial services that can be of the greatest help to you.
Independent Research
We are able to provide objective investment recommendations that integrate a broad scope of investment products of which we have direct access to.
Investment Strategies for All of Your Needs
The advisors at Sovereign have direct access to superior tools and technology that can address a variety of financial needs and situations.
Account Protection
LPL Financial’s membership with SIPC provides account protection that reflects a strong commitment to servicing your investment needs.
One-on-One Relationship Supported by the Industry’s Professionals
Sovereign advisors are further supported by over 2,700 employees in LPL Financial’s headquarters, assisting with everything from client service to continuing education on the latest products.
Our Philosophy
Sovereign Wealth Advisors was established with one goal: To provide clients with access to independent advice, products and services. Through our relationship with LPL Financial, we bring the best of both worlds to our clients. We offer an unparalleled service model that results in professional guidance and advice. “Your Goals, Our Solutions” is not just a marketing slogan—it is our philosophy.
Our Independence
Creates consistency of culture
Enables long-term perspective
Fosters organizational stability
Our Singular Focus
Aligns our interest with our clients
Shapes organizational structure
Fuels our quest for excellence
Our Research Approach
Deploys resources seeking enhanced performance
Develops compelling insights
Yields actionable opportunities
Our Resources
Pursues prudent balance between risk and return
Seeks superior long term performance
Invests side by side with our 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 and we accomplish more for our clients. We work smarter together."
Russell Gebhard
President, Principal Partner