A complete list of active advisors currently associated with Sound & Secure Advisors LLC

Warmer can help you find a great advisor at Sound & Secure Advisors LLC or one who fits your needs even better.

Sound & Secure Advisors offers investment consulting and portfolio management to individuals, trusts, estates, and business entities, providing financial planning, retirement and estate analysis, insurance review, and portfolio analysis. As with many independent advisers, it charges asset‑based advisory fees and delivers ongoing portfolio management and planning services for individual clients. The firm builds diversified, client‑specific asset allocation models and may employ a mix of fundamental, technical, cyclical, and charting analysis, with occasional use of options and short‑term trading where appropriate; client portfolios are monitored continuously and formally reviewed on a regular basis. It provides discretionary management when authorized, offers rollover guidance for retirement plans, and discloses the economic incentive that can arise when recommending rollovers into IRAs. A distinctive feature noted in the brochure is an affiliation with an accounting practice: the firm’s principal provides individual and small‑business accounting, bookkeeping, and tax‑preparation services as a separate sole‑proprietor practice, and clients may obtain those services though they are not required to do so. The brochure also discloses that the principal is a licensed insurance agent eligible to earn commissions and that the adviser sometimes serves as trustee or handles third‑party standing letters of authorization; these ancillary roles and potential conflicts are described in the firm’s disclosures.

To learn more about the advisors currently working at Sound & Secure Advisors 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.