ABOUT THE FIRM

HOW WE BECAME SPHERE

I believe everyone comes to a point in their life when they decide to do what they believe is right, and stop worrying about the consequences. For me, that was in early 2014, after 4 years of being an "advisor" (salesman) for Raymond James. I realized my clients were only as good as the revenue they could produce for the firm, and I, already disappointed in our industry, lost the ability to stand silent another day. Sphere was born, out of the idea that the industry is absolutely broken, and we can do a better job for clients if we'll put aside the sales pressure and remove all the conflicts of interest.

 

While I believe most "advisers" are inherently helpful, honest people with the best intentions, they work in an industry that's completely broken, and has been for a very long time. Clients deserve an experience that aligns the adviser's interests with the client's, provides transparency, and a deeper understanding of the client's goals and objectives.  What I learned about advisers, is that the expectation of the firm they work for, isn't that they actually advise clients, it's that they generate revenue.

I walked away from the financial security that can come from not disrupting the status quo, to find myself overwhelmed, and running out of money and hope, chasing a dream I wasn't sure would ever be realized. Looking back now, I realize how much I didn't know about what we needed to do as a firm. I was full of youthful energy and a desire to do something different, I just didn't have any idea how to actually do it. All I knew is that I wanted to take this robust service model, historically reserved for the "financial elites," and offer it to people who have never had access to it before.

 

I understood the types of teams high net worth families used, and I set out to build a similar team of partners, each one specialized in their area of expertise, and then grant each one of our clients access to the entire team. We began to really start putting the pieces together in late 2016 and it's been a really fun ride to be apart of since then. We're ready to join you on your journey to financial security, it's definitely worth your time to meet us:

THE PARTNERS

JOHN PAUL, AIF®

John co-founded Sphere in January of 2015, he oversees process development for the compliance, operations, and strategy of the firm. He oversees economic, sector, and equity research while also developing the firm's core investment strategies. John graduated from the University of Arkansas in 2008, moved to Boston to take a job with John Hancock's Wood Logan desk and returned to Arkansas in 2010 to work with individual clients at Raymond James before starting Sphere. John spends a lot of time enjoying the beautiful parks and outdoor spaces around Northwest Arkansas.

​​Sphere, LLC is a Registered Investment Adviser.  Advisory Services are only offered to clients or prospective clients where Sphere, LLC and its representatives are properly licensed or exempt from licensure.  Investing involves risk and possible loss of principal capital. No advice may be rendered by Sphere, LLC unless a client service agreement is in place. Additional information about Sphere, LLC also is available on the SEC's website www.adviserinfo.sec.gov

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