A complete list of active advisors currently associated with Sound Investment Advice, LLC

Warmer can help you find a great advisor at Sound Investment Advice, LLC or one who fits your needs even better.

The firm provides portfolio management and financial planning primarily to individual, non‑high‑net‑worth clients and typically charges fees as a percentage of assets under management, a common arrangement among independent advisers. Its current assets under management and client count are modest, reflecting a small, boutique practice. Advice and account oversight are delivered directly by the firm’s advisor, with client access available during standard business and trading hours as disclosed in the brochure. Services are framed as ongoing, individualized management and coordination with clients rather than a one‑time engagement. What distinguishes the firm from most peers is an affiliated accounting practice: the firm’s principal is a licensed CPA who maintains a separate tax and accounting business and refers clients between the two practices. The brochure discloses this cross‑referral structure creates an incentive and a potential conflict of interest, and it notes clients are not required to use the CPA services while the advisor intends to shift time toward advisory work as the business grows.

To learn more about the advisors currently working at Sound Investment Advice, LLC, 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.