Sound & Secure Advisors LLC

Overview

Sound & Secure Advisors LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides fee-based financial planning and portfolio management primarily to individuals, families and small businesses. Its advisory model blends discretionary portfolio management with hourly planning work; clients pay a percentage of assets under management and may also be billed hourly for planning or consulting. Investment emphasis leans toward equities — the firm lists a clear preference for exchange-traded securities — while also incorporating traditional fixed‑income through corporate debt and mutual funds. Sound & Secure Advisors is not positioned as a capital allocator and does not identify as an active ESG investor. The adviser works with an accountant as an industry affiliation, which suggests coordination around tax-sensitive planning for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices