Finally, a financial company that works for you.
Clarify. Inspire. Execute.
Sound Foundation Wealth Advisors
As an independent firm, we deliver custom personalized advice and wealth management to each one of our clients and their families. Creating financial clarity in the present and into the future allows our client’s to live with conviction and purpose in their financial lives.
Eliminating potential conflicts of interest is very important to us as we strive to create a relationship based on the shared value of your long-term success. We succeed when YOU succeed!
Our Vocational Specialties Span Across Multiple Industries.
Healthcare Professionals
Tech Professionals
The financial variables that exist in the life of the tech employee can be tricky. From optimizing your benefit package to threading the needle of early retirement, our process for those working at the leading tech giants is tailored to your specific needs.
University
Whether you are teaching or practicing, we have developed a specialized process that looks to maximize your efforts toward retirement.
Business Owners
Your business success is a product of your undivided attention. Lean on us to develop customized strategies designed to lower taxes, improve employee benefits and secure a future that goes beyond your time as a business owner.
Healthcare Professionals
Tech Professionals
University
Business Owners
Meet Your Team
Founder
Accredited Investment Fiduciary®
Certified Retirement Counselor®
Wealth Advisor
Founder
Certified Plan Fiduciary Advisor®
Wealth Advisor
Certified Financial Planner®
Wealth Advisor
Client Service Specialist
As a dedicated Client Service Specialist supporting reputable Financial Advisors, I bring efficiency, organization, and a commitment to client service to every aspect of my role…
Wealth Advisor
My passion for helping others achieve their personal goals and rise to their highest level of potential stems from my core belief that serving others…
Your Foundation
Defines Your Future
Learn about our planning process that will help you have the financial clarity and purpose you need.
See What Our Clients Are Saying
Seth McCauley
I have been using Cory Thomas’ services for over 2 years now. He is extremely knowledgeable and very responsive. What I appreciate most is the time he takes to clearly explain any questions that I may have. He does it in a manner that is helpful, sincere, and never once talks over my head. I would highly recommend Cory if you’re looking for an honest, hard working, detail oriented individual.
Elizabeth Drafae
Positive: Professionalism, Quality, Responsiveness, Value
I have been working with Cory Thomas for several years now. I am amazed at the speed in which he responds to my questions and provides solutions to my needs. Cory is patient, detailed and what I admire most is his compassion and enthusiasm. After every email, text or phone call with Cory, I am left feeling supported, heard, understood.
Trevor Amsberry
Nathan is personable, knowledgable, and honest. He is able to explain what can seem overly complicated in an easily understandable way. I love that he was able to tailor my financial plan to my specific goals. From my first meeting with Nathan I knew that his interests aligned with my own. He has the upmost integrity and that is why I decided to trust him with financial future.
These testimonials may not be representative of the experience of other customers and are no guarantee of future performance or success.
