A Local Firm
With Family Values
Sovereign Financial is a Registered Investment Advisor that provides financial planning and investment management services to families, businesses and organizations.
3 Reasons Why You’re Better Off
With Sovereign Financial Services
We don’t take kick backs for recommending a product. Our advice is impartial and genuine at all times.
When you need financial support, we’re only a phone call away. We’re never too busy to help you when you need it.
Transparent & Fair
Our fees are linked to the success of your portfolio, so it’s in both our interests to look after your money.
Meet The Millers
I learned the value of money after in accident in 1995. I was ready to spend my settlement check on a new car, when I was given some invaluable by my Uncle.
After a summer working and learning as an intern, I knew I wanted to help others with their finances.
Having worked for some of the country’s largest financial advisers, I founded Sovereign Financial in 2010 with a simple and clear goal, to treat every client as if they are the only client.
Serving alongside Shawn since Sovereign’s inception, I recognized that women coming to us had unique needs in planning for the road ahead.
I take the time through our discovery process to learn my client’s money personality, about their resources and most importantly, how to make them work best.
My mission is to help women become confident savers, spenders and investors.
Are You Getting The BestFrom Your Existing Portfolio?
If you’re worried about your existing plan, or just don’t know if it’s working for you, come and get some free and impartial advice from us today.