A complete list of active advisors currently associated with Sobel Financial LLC

Warmer can help you find a great advisor at Sobel Financial LLC or one who fits your needs even better.

Sobel Financial LLC provides investment advisory and financial planning services to individuals, trusts, and small businesses, delivering portfolio management and written financial plans. The firm manages client portfolios primarily on a non‑discretionary basis and also facilitates access to third‑party managers and digital advisory platforms, including Matson Money and the Betterment platform. The firm's investment approach is grounded in modern portfolio theory and asset allocation, with portfolios constructed from ETFs and mutual funds that emphasize international diversification and value‑oriented equity exposure. Portfolios are monitored and rebalanced regularly, and Sobel obtains client approval before executing trades while supervising any delegated managers or platform services. Noteworthy aspects disclosed in the brochure include an affiliated insurance business that consumes a portion of adviser time and may generate commission income, and prior state insurance regulatory stipulations described in the firm’s disciplinary disclosures. The combination of primarily non‑discretionary assets under management and a single‑advisor, small‑client structure differentiates the firm from many peers that operate with discretionary authority or larger advisory teams.

To learn more about the advisors currently working at Sobel Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.