A complete list of active advisors currently associated with SOBITZ Financial Group, LLC

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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.

To learn more about the advisors currently working at SOBITZ Financial Group, 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.