Our Purpose

Client Centered

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.

Client Centered

Our purpose at Sorum Financial is to use our core values and guidance to help tackle your financial priorities. We do this so you can answer two critical financial questions:

“Will I be able to accomplish my goals?”, and “Do I have any financial blind spots that might prevent me from accomplishing my goals”

Client Centered

Sorum Financial began a new chapter in 2021 when we welcomed Nathan's son, Phillip, on board. As a father-son duo, we are excited to operate under the same core values that built this business and continuously enhance the client experience. Some enhancements with our setup include: 

A Joint Book: whoever you talk to, we will know your exact situation and will be able to help you

No 800 numbers: When you call the office, you will always have a direct line to Nathan or Phillip 

Experience & Longevity: you'll benefit from Nathan's 30+ years of industry experience and the longevity and new perspectives that Phillip brings to the firm. 


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