Sound View Wealth Advisors Group, LLC logo

Sound View Wealth Advisors Group, LLC

Updated today

Client AUM

$2,183,990,442

Clients

927

Advisors

9

across 2 offices

About

Sound View Wealth Advisors Group provides holistic financial planning and discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), families, family offices, trusts, private foundations and qualified retirement plans. The firm offers financial planning, investment management and retirement plan services, and may act as a 3(38) fiduciary for qualified plans.

The firm’s investment process emphasizes fundamental analysis and a long‑term orientation, with an investment committee that selects model portfolios, approves mutual funds and ETFs, and reviews External Managers. Sound View can manage assets directly or allocate to unaffiliated External Managers and private pooled vehicles, and it monitors performance and account suitability on an ongoing basis.

Sound View is an indirect, wholly‑owned subsidiary of Focus Financial Partners and discloses several affiliated platforms and referral arrangements that distinguish its offerings: clients may be introduced to private investment vehicles managed by SCS Capital Management, referred to its insurance affiliate Focus Risk Solutions, or offered credit and cash‑management solutions via UPTIQ, arrangements the firm discloses involve revenue sharing. The brochure also notes that some advisory personnel are registered representatives of Purshe Kaplan Sterling Investments or are licensed insurance agents for an affiliated insurance entity and may receive transaction‑ or commission‑based compensation, with the firm describing these relationships and related conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Credit and cash management solutions; insurance solutions

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning services may be negotiated and agreed upon in writing

Percentage

$0 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.1% $2,000,000 - $4,999,999: .95% $5,000,000 - $9,999,999: .75% $10,000,000 - $24,999,999: .60% $25,000,000 - $49,999,999: .50% $50,000,000 - $99,999,999: .40% $100,000,000+: customizable

Commissions

Certain advisory persons receive commissions for annuities and insurance products sold through affiliated entities

Project-based

Hourly financial planning fees generally range from $250 to $500 per hour

Other

Fee-only: Financial planning fees may be charged separately on an hourly or flat fee basis; hourly rates range from $250 to $500 per hour

Main office

See office

1 Skidaway Village Walk, Suite 201

Savannah GA 31411

Advisors at this office

8

Most active in

California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward A

Series 66

Savannah, GA

Sound View Wealth Advisors Group, LLC

Edward Ambrose is a financial advisor with Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 66 designation and 13 years of industry experience. He has worked at Sound View Wealth Advisors Group since 2019 and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved with Golf Ground Up, LLC, a golf instruction business. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment process emphasizes long-term fundamental analysis through an internal committee and incorporates model portfolios, external managers, and ongoing monitoring.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Kelly B

CFP®, Series 63, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Kelly Bouchillon is a CFP® with 36 years of industry experience, currently serving as a senior partner at Sound View Wealth Advisors Group, LLC. Her prior experience includes roles at Merrill Lynch and Bank of America. She is also a board member of the Telfair Museum in Savannah, GA. Sound View Wealth Advisors Group provides holistic financial planning and discretionary and non-discretionary portfolio management to individuals, families, trusts, and institutional clients. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers a range of fiduciary and plan services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Melissa B

CFP®, Series 66

Savannah, GA

Sound View Wealth Advisors Group, LLC

Melissa Bouchillon is a CFP® professional with 21 years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2019. Her prior experience includes roles at Bank of America and Merrill Lynch. She serves as a director on the board of the Landings Military Relief Fund and is a committee member for the Savannah Music Festival, both charitable organizations in Savannah, Georgia. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm emphasizes a long-term, fundamental investment approach supported by an internal investment committee and offers a range of fiduciary and plan-related services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Chelsea L

Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Chelsea Landreau is an advisor with Sound View Wealth Advisors Group, LLC, holding a Series 65 credential and currently based in Savannah, GA. She joined Sound View in 2024 and has prior experience at Synovus Bank, Berry College, Creekside School, and Harris County High School. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses a fundamental analysis and long-term investment approach, managing assets directly or through external managers while monitoring performance and suitability continuously.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Oscar H

CFP®, Series 63, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Oscar Ham is a CFP® with 34 years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC, where he has worked since 2019. His prior experience includes roles at Bank of America and Merrill Lynch. Sound View Wealth Advisors Group provides comprehensive financial planning and portfolio management services to individuals, families, trusts, and institutional clients. The firm’s investment approach involves detailed client discovery, long-term fundamental analysis, and ongoing portfolio monitoring, with access to affiliated investment programs through its parent company, Focus Financial Partners.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Nina B

Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Nina Brackett is a financial advisor at Sound View Wealth Advisors Group, LLC in Savannah, GA, holding a Series 65 designation with eight years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Hodges, Harbin, Newberry and Tribble, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, trusts, estates, private foundations, and qualified retirement plans, as well as ERISA 3(38) fiduciary services. The firm emphasizes long-term, fundamental analysis through an internal investment committee and offers support for institutional plan needs including plan review, fee benchmarking, and participant education.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Molly L

Series 66

Statesboro, GA

Sound View Wealth Advisors Group, LLC

Molly Lanier is a financial advisor at Sound View Wealth Advisors Group, LLC with 22 years of industry experience. She holds a Series 66 designation and previously worked at Synovus Securities and Synovus Trust Co. Lanier serves on the boards of the Statesboro Regional Sexual Assault Center and Skidaway Health & Living Services, Inc. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management to individuals, families, trusts, and institutions. The firm employs a long-term investment approach based on detailed client discovery and fundamental analysis, utilizing model portfolios and external managers as appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Joshua H

CFP®, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Joshua Hegland is a CFP® with six years of industry experience. He is currently with Sound View Wealth Advisors Group, LLC and previously worked at Cahaba Wealth Management, Inc. and LCG Associates. Sound View Wealth Advisors Group provides financial planning and discretionary and non-discretionary portfolio management to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm’s investment process emphasizes fundamental analysis and a long-term orientation, utilizing model portfolios and external managers to serve its clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
user avatar

Mark S

CFP®, Series 65

Savannah, GA

Sound View Wealth Advisors Group, LLC

Mark Silvers is a CFP® professional with four years of industry experience, currently serving at Sound View Wealth Advisors Group, LLC since 2022. Prior to this, he worked with 5th Avenue Solutions for two years and was self-employed for twelve years. Sound View Wealth Advisors Group provides holistic financial planning and portfolio management services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm employs a long-term, fundamental analysis approach, utilizing an investment committee to oversee model portfolios, mutual funds, ETFs, and external managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
View complete list of advisors at this firm
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