Soundpath Retirement Strategies, LLC
SEC RegisteredSound Planning for Mature Investors
About the firm
SoundPath Retirement Strategies, LLC is an SEC Registered Investment Adviser operating in Washington and Oregon. The firm helps retirees work toward creating a sustainable and worry-free retirement through comprehensive advice and customized planning, specializing in helping clients plan for the future, potentially protect assets, and live a long retirement with confidence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive retirement advice and customized planning, including income planning, asset protection strategies, fiduciary advisory services, educational events, financial articles, and fixed income investing guidance.
Who they serve
Retirees and mature investors, including those approaching retirement or within their initial years of retirement.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of September 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Soundpath Retirement Strategies, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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