A complete list of active advisors currently associated with Sonas Financial Planning

Warmer can help you find a great advisor at Sonas Financial Planning or one who fits your needs even better.

Sonas Financial Planning provides investment management, comprehensive financial planning, and retirement plan consulting to individual investors and employer plan sponsors. Services include one-time financial reviews, ongoing planning engagements with investment management, and non‑discretionary advice for held‑away accounts. The firm’s investment approach emphasizes modern portfolio theory and passive implementation, typically using index funds and ETFs to construct diversified asset allocations tailored to clients’ goals, tax considerations, and risk tolerance. Portfolios are managed on a discretionary basis when agreed, and planning services routinely address retirement distribution strategies, Social Security optimization, tax planning, and business or estate transition issues. Compared with many peers, Sonas offers a range of engagement models beyond standard AUM billing — including flat‑fee, hourly, and project arrangements — and provides ERISA-level retirement plan services (including both advisory and investment manager roles) for plan sponsors. The advisory practice serves a small number of client relationships with a relatively large amount of assets per client and also produces online educational content as an ancillary activity.

To learn more about the advisors currently working at Sonas Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.