SOUNDPATH RETIREMENT STRATEGIES, LLC

Overview

Soundpath Retirement Strategies, LLC is an independent registered investment adviser focused on individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its investment approach favors equities, with a heavy use of exchange-traded equities and ETFs as core holdings, supplemented by mutual funds and corporate debt for yield and diversification. The firm also maintains an insurance brokerage practice and integrates insurance-related solutions into client planning when appropriate. Soundpath is fee-based using hourly and fixed-fee arrangements rather than percentage-based advisory fees. The adviser is owned by an individual and is SEC-registered (2025). It does not position itself as an active ESG investor and is not listed as a multi-state adviser, though it operates across multiple office locations.

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Location & Offices