A complete list of active advisors currently associated with Sound View Financial Advisors

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

Sound View Financial Advisors works with individuals and families as well as trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses, providing comprehensive financial planning and discretionary investment management. The firm operates on a fee‑only basis and offers project‑based plans, ongoing planning engagements, and employee benefit plan advisory under written agreements. Investment portfolios are constructed using a strategic asset allocation with a core‑and‑satellite approach that combines passive and active mutual funds and ETFs, and client objectives are documented in individualized Investment Policy Statements with periodic reviews. The firm accepts discretionary trading authority under a limited power of attorney and routinely coordinates implementation through third‑party platforms, including automated custodians and 401(k) administrators, sometimes in subadvisor or view‑only arrangements. Compared with many peers, Sound View is notable for its strict fee‑only model and its range of non‑AUM planning arrangements (project and fixed‑fee ongoing services), together with a stated no‑minimum account policy. The firm also emphasizes formal credentialing for advisors and maintains public educational activities, and it has formal interested‑party agreements with automated investment and 401(k) platform providers—an operational mix that is less common for firms of its size.

To learn more about the advisors currently working at Sound View Financial Advisors, 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.