Broker Check

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.

Contact Us

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

Advisor Focused

Independence starts with the freedom to work with a variety of financial firms:

Technology

Technology

  • Local IT support and easy service requests.
  • Comprehensive software to support your business from accounting to file storage.
Transitions

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

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.

Ready to Rise Up Your Practice to Be Fully Independent?

Contact Us