SoundRiver Advisors, LLC

Our goal is to be the advisor of choice for business owners and individuals by delivering unmatched expertise, execution and service. In pursuit of this mission, SoundRiver's culture is grounded in the following tenets: Objectivity We are an independent Registered Investment Adviser (RIA) and independent insurance broker. Our business is structured to offer our clients unbiased and untethered solutions. We are not in the business of selling captive investment or insurance solutions. We are in the business of finding the best solution for each of our clients. Experience In today's dynamic financial marketplace, experience matters. Our advisors have been active in diverse areas of the financial community for decades - researching, investing, creating, and advising. Simply put, we know the world of modern wealth management. In addition, our team members carry complementary professional designations including: CERTIFIED FINANCIAL PLANNER™ (CFP®); Chartered Financial Analyst (CFA®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Advisory in Philanthropy (CAP®), and Chartered Alternative Investment Analyst (CAIA). Teamwork We actively avoid making decisions in silos. Our investment, insurance and planning professionals work together to avoid the conflicts of interest that clients face when consulting multiple advisors representing different interests. Discipline Steady discipline is frequently a key ingredient in achieving success with any long-term goal. In this regard, our solutions will frequently serve as roadmaps, particularly as circumstances and capital markets change over time. Disciplined monitoring, attention to detail, and the ability to make adjustments with your goals in mind are essential. Accountability We believe that a clear definition of roles and expectations supports successful outcomes. With each client, we seek to nurture a long-term relationship that is candid, respectful and mutually beneficial.

Address: Northcreek Office Park, 3715 Northside Parkway Building 200, Suite 420, Atlanta, GA 30327, USA

Phone: +1 404 857 4740
FAX: +1 855 857 4704