Founded in 2004, Sound Portfolio Advisors, LLC is an independent, fee-only financial planning and investment management firm based in Seattle, Washington. The company operates as a fiduciary, meaning it is legally obligated to act in the best interests of its clients. They provide comprehensive wealth management services to individuals, families, and trusts, focusing on creating tailored financial plans and managing investment portfolios to help clients achieve their long-term financial goals, including retirement and estate planning.

Founded in

United States