SOBITZ Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$86,302,080
Clients
198
Advisors
3
of 3 employees
About
Sobitz Financial Group provides discretionary and non‑discretionary asset management and related financial planning to a range of clients, including individuals, trusts, estates, charitable organizations, and business entities. The firm delivers ongoing portfolio management and implements investment strategies tailored to each client’s goals, time horizon, and risk tolerance, typically charging percentage‑of‑AUM advisory fees.
The firm’s investment process blends fundamental analysis with Modern Portfolio Theory and may employ long‑term purchases, short‑term trades, and periodic rebalancing, with attention to tax‑loss harvesting opportunities. Sobitz Financial Group uses a single custodial platform and leverages technology tools — including an AI platform to support administrative, research, and tax‑planning workflows — while emphasizing human review of AI outputs before client use.
What distinguishes the firm is the integration of principals’ accounting and tax‑preparation businesses and CPA credentialing, which allows the firm to offer tax and accounting services alongside investment advice but also creates disclosed conflicts of interest. The firm also requires use of one custodian, does not aggregate trades across client accounts, and generally does not vote client proxies, practices that differ from many peers and may affect trade execution and proxy handling.
Client services
Expertise
Fee options
$0 - $500,000: 1.10% annually $500,000.01 - $1,000,000: 1.05% annually $1,000,000.01 - $2,000,000: 1.00% annually $2,000,000.01+: 0.90% annually
Main office
3500 Massillon Road, Suite 490
Uniontown OH 44685
Advisors at this office
3
Most active in
Florida · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Joshua S
CFP®, Series 63, Series 66
Uniontown, OH
SOBITZ Financial Group, LLC
Joshua Sobitz is a CFP® professional with seven years of industry experience. He is currently with SOBITZ Financial Group, LLC and previously worked at Capital Analysts and Lincoln Investment. Outside of advisory services, he serves as a director of SOBITZ Enterprises LLC, a holding company. Sobitz Financial Group, LLC provides discretionary and non-discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, offering tailored investment strategies with regular account reviews and opportunities such as rebalancing and tax-loss harvesting.
Michael S
CFP®, Series 63
Uniontown, OH
SOBITZ Financial Group, LLC
Michael Sobitz is a CFP® professional with 35 years of industry experience. He is the principal of Sobitz Financial Group, LLC, and has held prior roles at Lincoln Investment, Capital Analysts, Incorporated, and Sobitz & Co., Inc. He is also a self-employed CPA offering individual tax return preparation services. Sobitz Financial Group, LLC provides discretionary and non-discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, with account reviews at least quarterly to tailor investment programs according to client goals and restrictions.
William B
ChFC®, Series 63
Uniontown, OH
SOBITZ Financial Group, LLC
William Bush Jr. is a financial advisor at SOBITZ Financial Group, LLC with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Lincoln Investment, Capital Analysts Incorporated, and Curtis Professional Group Inc. He also engages in the sale of fixed insurance and annuities to address clients’ insurance and annuity needs. Sobitz Financial Group provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a blend of fundamental analysis and Modern Portfolio Theory, supported by technology and an AI platform, while integrating tax and accounting services through its CPA credentials.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)