At Sorum Financial, people are at the heart of everything we do. Our foundation is built on experience, dedication, and faith, combined with a steadfast commitment to guiding clients through every chapter of life. Anchored by our purpose and brought to life through our core values, we aim to provide clarity, confidence, and comfort in every financial decision.

At Sorum Financial, our purpose is to partner with clients and their families to help them achieve and sustain financial independence so they can embrace life’s next chapters with confidence while fully enjoying the present. Guided by our values like a compass, we put relationships first, taking the time to listen, plan, and care. By maintaining a serviceable client base, we can dedicate the attention each plan deserves and create personalized financial strategies that reflect each client’s unique priorities, foster lasting independence, and bring clarity through life’s transitions. Positioned as a one-stop resource for nearly every aspect of financial life, we provide ongoing guidance and support that nurture long-lasting, collaborative relationships.

We take this purpose seriously. You can expect that any recommendation we make is something we would do ourselves if we were in your situation. Every decision, strategy, and plan is designed with your best interests at heart, guided by the values that have defined our firm from the beginning.

INTEGRITY is the relationship foundation that gives clients confidence to know recommendations and decisions are made with their best interests at heart. Integrity includes treating people with the respect, service and confidentiality they deserve. It requires a moral and ethical compass that is rooted in The Golden Rule. Integrity permeates every aspect of your life; every day of your life. In this business, integrity opens the door to being truly CLIENT-CENTERED.

CLIENT-CENTERED means providing personalized, high quality service for clients with an emphasis on privacy and security, and by offering “big-city” advice and technology with “small hometown” service. It means “doing business” should be as easy as possible, and recommendations and explanations should be understandable and educational. Technology is used to the extent you are comfortable in using it, but technology is simply a tool to make life easier and can’t replace the personal touch of a one-on-one relationship. Client-Centered means having the INDEPENDENCE to offer personalized advice.

INDEPENDENCE means being in a position where we can focus on what is best for clients by having access to a huge array of products from scores of companies. It also means working with clients in the way they are most comfortable and fits them the best. We offer both fee-based and commission-based services because we want to give clients a choice. We believe people are smart enough that given full disclosure as to the pros and cons of both, they can make the best decision as to what is right for them. But independence requires responsibility, and greater responsibility demands greater WISDOM.

WISDOM comes from the combination of knowledge, experience, and the countless financial journeys we’ve guided. By living hundreds of financial lives through the people we have served and are serving, we gain insights that allow us to design creative, customized strategies for each client’s unique circumstances. Every financial situation is different, and one-size-fits-all advice can’t address your needs and goals. Wisdom is a catalyst to help clients pursue their financial dreams in an ever-changing, complex financial world.

BIG CITY ADVICE – SMALL TOWN FEEL is where we work to create an environment in which you feel comfortable and “at home” talking about your finances and how to shape your finances to fit your priorities. We strive to deliver “BIG CITY” ADVICE – advice and capabilities on par with the largest of firms - while maintaining the “SMALL TOWN” FEEL where you know that it is – and has been for the past 30 years – all about YOU.

"When your values are clear, your decisions are easy."

- Roy Disney