A complete list of active advisors currently associated with Sowa Financial Group

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

Sowa Financial Group provides investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm reports managing about $517 million for roughly 572 clients and offers discretionary portfolio management, standalone financial planning, and retirement plan consulting, including access to Commonwealth’s PPS Select program. The firm delivers personalized, primarily discretionary portfolio management tailored to client objectives and risk tolerances, with model allocations that range from income‑oriented to growth‑focused mandates. SFG describes a mix of fundamental and technical analysis, periodic portfolio reviews and client reporting, and includes an SFG newsletter as a recurring client communication. Noteworthy details in the brochure that differentiate SFG from many peers include the firm’s regular distribution of its own newsletter as part of advisory services and its disclosure that advisors received post‑acquisition loans from LPL/Commonwealth that are forgiven over a multi‑year term, which the firm identifies as a potential conflict of interest. The brochure also emphasizes that essentially all reported assets are managed on a discretionary basis and that transactions are implemented through Commonwealth or Commonwealth programs, factors that can affect program choice and compensation arrangements.

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