A complete list of active advisors currently associated with Sovereign Financial Services

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

Sovereign Financial Services advises individual and high-net-worth clients, providing portfolio management and comprehensive financial planning services. The firm operates with two advisory professionals, manages roughly $38 million in client assets, and serves about 65 client relationships. The brochure describes its investment services as tailored portfolio management for individuals, with ongoing account reviews and customized planning to align with client objectives and risk tolerance. It notes that the firm delivers both discretionary and consultative advice typical of supported advisory practices. The firm discloses affiliations that are uncommon among peers: personnel are connected with an accounting practice and are licensed insurance agents, and those roles are incorporated into client service delivery. Combined with a small advisory team and limited client base, these additional accounting and insurance capabilities may lead to financial- and tax-focused coordination that differentiates the firm from similarly sized advisers.

To learn more about the advisors currently working at Sovereign Financial Services, 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.

Name	Location	Years of experience
Brendan Donahue	Rocky Hill, CT	14
Mark Mazzone	Rocky Hill, CT	23

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