Welcome to SORUM FINANCIAL,
where we Navigate Financial Futures Together!
Over the past 30 years, my aim has been to provide "big city" advice in a "small town" atmosphere...an environment where you feel comfortable and "at home" talking about your finances and how to shape your finances to fit your priorities, values and goals.
Sorum Financial has begun a new chapter as I welcome on board Phillip, my son and new business partner, who ascribes to the same Core Values upon which Sorum Financial was built. Together, we will work as a team to take the Sorum Financial experience to a whole new level!
CORE VALUES OF SORUM FINANCIAL
"When your values are clear, your decisions are easy."
"So in everything, do to others what you would have them do to you..."
Matthew 7:12 - NIV
"Nobody cares how much you know until they know how much you care."
(Nathan's Dad - 1992)
"Education without values, as useful as it is, seems rather to make a man a more clever devil."
"Creativity is intelligence having fun."
...how it can all come together!
Having a one-stop source for all things financial...a wide array of independent financial products and services that can fit almost any need. With a team of trusted professionals collaborating to find creative and effective strategies to help you accomplish your goals. All in a place where you feel comfortable discussing your financial concerns, goals, objectives and future, and know that you're being listened to with your well-being in mind.
That is what I mean by "big city" advice - advice and capabilities on par with the largest of firms - while maintaining that "small town" feel - where you know that it is always
- and always has been for the past 30 years -
all about YOU.
READY TO VISIT?
WHAT TO EXPECT WHEN YOU VISIT US
The Sorum Financial office is located on our family farm just north of Lebanon, Ohio.
In 2016, we added roughly 1,000 square feet of meeting space and offices against the pastoral backdrop of our fields where many times you can see our Tibetan Yak grazing in the background. Clients say how it is a fantastic backdrop for life discussions! Why mess with fancy sprawling offices and difficult parking? Just pull up to the front door, walk on in and grab a cup of coffee or other beverage of choice!
Of course, if you prefer a good old fashioned house call, we can typically do those too.
And, if you've embraced technology and prefer your meetings held over a Zoom connection, 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.
Go ahead and use the Contact Us information below to reach out and schedule a visit...we look forward to meeting you!
THANK YOU for your time and consideration of Sorum Financial!