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

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

Sobitz Financial Group, LLC provides discretionary and non-discretionary asset management and ongoing portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities. As of December 31, 2025 the firm reported $87,928,412 in discretionary assets under management and documents client goals and restrictions to tailor investment programs. The firm’s investment process combines fundamental analysis with Modern Portfolio Theory and may employ long-term holdings, short-term positions and trading strategies as appropriate to client objectives; account reviews occur at least quarterly and the firm examines opportunities such as rebalancing and tax-loss harvesting. SFG executes client accounts through an institutional relationship with Altruist Financial LLC and charges asset-based advisory fees that are typically deducted from client accounts. What is atypical for a firm of this size is the close operating relationship with accounting and tax-preparation activities and the presence of a CPA principal, along with principals who maintain independent insurance practices and tax preparation services; these affiliated businesses are disclosed and identified as potential conflicts of interest. The firm—founded in 2003 but reporting the start of its advisory offering in 2025—maintains internal compliance and personal trading review procedures and does not aggregate client trades across accounts.

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.