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2259 OH-48, Lebanon, OH 45036

(513) 572-8521
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Our Team

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

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

Owner | Sorum Financial Services

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...

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Phillip Sorum, CFP®, AAMS™, WMS™

Phillip Sorum, CFP®, AAMS™, WMS™

LPL Financial Advisor

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’...
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Whether you work with Phillip, Nathan, or both of us, you can be confident that you are receiving the full benefit of our combined expertise. We operate as your Financial Care Team, sharing complete information about every client so your needs are handled seamlessly and without interruption. Even if you meet with just one of us, every client case is reviewed and collaborated on together.

And it’s not just the two of us supporting you. Behind the scenes, we partner with LPL Financial, one of the largest broker-dealers in the nation, to manage our “back office” operations. Their scale and efficiency allow us to focus on what matters most: serving you. 

Our Story

Every firm has a story, but ours is rooted in family, faith, and a genuine commitment to the people we serve.

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What To Expect

The Who, What, Where, and How of working with Sorum Financial 

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