About Us
For nearly 15 years, our team helped families and individuals across the country solve complex financial problems. Our unique and bias-free process allows us to serve in a way that consistently alters trajectories for good.
It’s an honor to serve.
What we value
Our core values represent our promises to you, as our client.
Competency
When it comes to finances, we want to be the smartest at the table. Not out of arrogance, but out of a hunger to learn and offer nothing less than the best to our clients. We aim to be the tip of the spear on all things financial advice.
Empathy
A family’s finances are both terrifically important and extremely personal. Diving into the details with someone new can feel quite vulnerable. We honor your choice to trust our team, and we come into sensitive conversations with the empathy we would hope to receive if the tables were turned.
Integrity
As individuals and as a company, we’re completely committed to honest, ethical dealings, no matter what. Mistakes are incredibly rare, but we’re humans. If anything outside our expectations happens, we’ll be the first to look you in the eye and tell you straight, even when it’s to our detriment.
If a day comes that we stop adding value to your family, you can terminate our services then and there. No exit fee, no hard feelings.
Our team
Members and strategic partners have over 240 years combined experience managing billions in global assets and alternatives. Our Investment Team designs and collectively manages all portfolios.
Relationship Management & Strategy
Portfolio Management & Research*
Unique Needs Specialists
We partner with unaffiliated 3rd party institutions, teams and individuals around the country to ensure their is no part of your complex problem that we can’t help solve.
Headquarters:
Myrtle Beach, SC
Serving clients nationwide.
*All members of the Portfolio Management and Research team are not employees of Sovereign Family Office but separate employees of OneAscent, which is a strategic partner and a separately registered RIA with the Securities and Exchange Commission