Sorum Financial

Sorum Financial 2nd and 3rd generation financial advisors that combine your priorities with our guidance.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with re

sidents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

When was the last time you paid yourself first?
06/22/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Do you know the risk factors that can lead to cognitive decline?
06/15/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

The average college senior graduates with credit card debt. How will your kids manage money?
06/08/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

06/01/2026

When was the last time you updated your will?

This piece presents an overview of fundamental steps to consider when a loved one passes.
05/25/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

What steps might help you sustain and grow your retirement savings? This piece explores them.
05/18/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Being healthy may help your personal finances.
05/11/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

Could you find acres of diamonds in your own backyard? Watch this video.
05/04/2026

Could you find acres of diamonds in your own backyard? Watch this video.

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Address

2259 N State Route 48
Lebanon, OH
45036

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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