Lebanon Financial Advisors - Sorum Financial

We're Here to Help Navigate Your Financial Future

Guided by our values like a compass, we put relationships first, dedicating the time to listen and plan with care to create a personalized path that reflects your unique priorities, fosters lasting financial independence, and allows you to fully enjoy the present.

Our Values:

At Sorum Financial, we believe true guidance goes beyond numbers. We walk alongside our clients and their families through every chapter of life, guided by our core values:

Integrity: Doing what’s right for our clients every time.
Client-Centered: Guidance designed around your priorities.
Independence: Freedom to act in your best interest.
Wisdom: Turning knowledge into strategies shaped by the clients we serve.
Big City Advice – Small Town Feel: Sophisticated guidance with a personal touch.

Our Values

Our Advisors

Nathan Sorum, ChFC®, CLU®, CFP®, MSFS, CASL®, CAP®, EA

I started in the financial services business at the ripe old age of 18 with a desire to follow in my dad’s footsteps. It was during winter of my freshman year at Luther College that I took the Series 7 securities exam and passed...

Phillip Sorum, CFP®, AAMS™, WMS™

I had always been determined to carve my own path, trying not to follow directly in my dad’s footsteps. This wasn’t anything against him, it’s just how I’m wired. But after years of watching him make a real difference in his clients’...

Who We Serve

Your unique priorities and circumstances drive our approach. We take the time to understand your financial picture and values so that our guidance can strengthen and sustain your financial independence while supporting you and your family’s future.

While every journey is different, most clients fall into one of the four life stages below:

The Navigator

(Typically Ages 20s–50s): Balancing career, family, and financial goals while planning for the future.

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The Red-Zone Retiree

(Typically Ages 50s–70): Navigating the critical five years before and after retirement to secure your financial future.

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The Seasoned Retiree

(Typically Ages 70+): Enjoying retirement while planning ahead to make the most of opportunities and prepare for the unexpected.

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The Survivor

(All Ages) Facing financial decisions alone and seeking trusted guidance to navigate this new chapter.

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Services: Your One-Stop Shop

Your financial life has many moving parts, and navigating them can feel overwhelming. That’s why we’ve positioned ourselves as a true one-stop resource for your financial needs. For areas beyond our expertise, we partner with trusted professionals who share our values and commitment to your best interests.

Our goal is simple: to provide comprehensive guidance and support, helping you confidently manage every aspect of your financial life while fully enjoying the present.

Everything We Offer

Financial Planning

Help living a financially fit life that will set you up to accomplish your goals

Investment Strategy

Finding a portfolio that will efficiently work for you while being consistent with your priorities

Retirement Planning

One of your most important financial milestones

Risk Management

Deciding how to safeguard your blindspots along your financial journey

Our Three Step Process

Financial planning is deeply personal, and it requires a strong partnership built on mutual understanding. We take the time to learn about what matters most to you — whether it’s preserving your family’s future, building wealth, preparing for retirement, or leaving a legacy. By aligning your values with our expertise, we create a roadmap for your financial success that feels both achievable and meaningful.

STEP

1

Understand

The more we know about you, your finances, and your goals, the better we can strategize.

STEP

2

Plan

We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

STEP

3

Guide

Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.

... no copy here ...

Now, imagine how it can all come together!

Managing your financial life can feel complex, but with the right guidance, it doesn’t have to be. We design strategies that reflect your priorities, foster lasting independence, and give you the freedom to enjoy the present.

As a one-stop resource for nearly every aspect of financial life, we coordinate every piece of your plan, helping you navigate transitions, seize opportunities, and face challenges with confidence.

With clarity, a sense of well-being, and a partner in your corner, your financial life can work together seamlessly, supporting your goals and letting you fully embrace life’s next chapters.

Request A Visit

Ready to visit?

You are welcome to visit Sorum Financial's office. If you prefer a good old-fashioned house call or a virtual meeting, that's fine also...whatever you prefer.

Initial appointments are always complimentary and without obligation, intended for you to get to know us and determine if we are a good fit for you. We look forward to meeting you!

THANK YOU for your time and consideration of Sorum Financial!

Request A Visit