Since 1979, the advisors at our firm have provided wealth management, retirement planning, income tax planning and estate planning solutions to individuals and families. We specialize in helping you navigate your financial planning journey by developing sound retirement strategies. We offer personalized, hands-on service to educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. Our advisors focus on money management, as well as other issues that are critical to your financial well-being.

Our firm was built on integrity, trust and relationships with our clients. As our client, we strive to know every aspect of your financial journey and provide solutions to meet your financial goals and aspirations. 



Industry regulations prohibit endorsements or testimonials for Sobitz Financial Group, LLC or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. 

Advisory services are offered by Sobitz Financial Group, LLC, an Investment Advisor in the State of Ohio. Insurance products and services are offered through independently licensed insurance agents.

Sobitz Financial Group, LLC

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Sobitz Financial Group, LLC

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