What They Say

We Build Valuable & Meaningful Experiences


Why Our Clients Love Us

Laguna Designs, Inc., President

Mitch Strohman

” We build highly-specialized custom consoles. Each project is unique, and budgeting is challenging. Our Sovereign Group financial advisor helped us implement budgets that hold us accountable for the expense and revenue details of each project. The budgets are realistic and provide a springboard for us as we plan for the future. We highly recommend Sovereign Group and their financial advisors. “

Select Data, Inc., CEO and President

Ed Buckley

“As a provider of AI (artificial intelligence) and NPL (natural language processing) for coding, we understand the importance of documenting our process and verifying our progress.

We look to Sovereign Group to help us provide a similar level of documentation for our financial statements. Brad’s guidance ensures that all of our monthly and yearly financial statements are complete and accurate. Brad and the other Sovereign Group advisors go a step beyond to make sure we understand what the numbers mean and how we can use them to identify market trends. They’ve provided us with a much-needed service. “

Continental Interpreting Services, President & CEO

Luis Echeverry

“Brad and the team at Sovereign Group have been advising our professional interpreting and translation firm for several years now. They offered strategies for improving our cash flow and helped us set up specific steps to increase our overall accountability. We’ve benefitted greatly from their guidance. We can certainly recommend them to other firms. “


Forward Thinking Clients