Cory Thomas - Sound Foundation Wealth Advisors

Finally, a financial company that works for you.

Financial advisor in Battle Ground, WA (show on map)

5.0

★★★★★

26 reviews

Independent wealth advisory firm providing custom personalized financial advice and wealth management.

Call (360) 903-5301

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About

Sound Foundation Wealth Advisors is an independent financial advisory firm that delivers custom personalized advice and wealth management to each client and their families. The firm eliminates potential conflicts of interest and builds relationships based on shared value of long-term success.

They serve tech professionals, healthcare professionals, university professionals, and business owners with specialized planning processes. Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Truly independent firm since day 1, not a franchise

Custom personalized advice rather than cookie-cutter portfolios

Specialized processes for tech, healthcare, university, and business owner clients

Eliminates potential conflicts of interest

Serves clients in almost every state with local offices

Holistic approach addressing business and personal assets together

Services

Holistic Business Planning

Comprehensive approach addressing business assets and how they work in harmony with personal assets such as old retirement accounts and real estate holdings.

Maximizing Capital

Short and long term investment options to get the most out of business savings.

Strategic Employee Benefits

Tailored advice on employee benefits to attract and retain talent, including 401k plans, SIMPLE IRAs, SEP IRAs, Deferred Compensation plans and ESOP programs with Roth options.

Asset Protection

Proactive measures to protect valuable assets including the ability to work, business partners, and key employees.

Succession Planning

Assistance in developing a robust succession plan ensuring the longevity of business legacy and setting both business and owner up for success for decades to come.

401(k) Management

Hands-on 401(k) management with personalized guidance, expanded investment options, and a time-tested process to optimize retirement strategy for tech professionals.

Credentials & Certifications

AIF (Accredited Investment Fiduciary)

CRC (Certified Retirement Counselor)

CPFA (Certified Plan Fiduciary Advisor)

CFP (Certified Financial Planner)

MBA

Reviews

Rating

★★★★★

Reviews

"Corey helped them take an overwhelming situation and made it much easier."

Frequently Asked Questions

What makes Sound Foundation Wealth Advisors different from other financial firms? +

SFWA is a truly independent firm since day 1, not a franchise or pseudo local shop pushing a national sales agenda. They demand the highest level of alignment and options for clients, serving each household as a unique situation with customized plans rather than cookie-cutter portfolios.

Who do Sound Foundation Wealth Advisors serve? +

They specialize in serving Tech Professionals, Healthcare Professionals, University Professionals, and Business Owners with tailored financial planning processes for each group.

Are Sound Foundation Wealth Advisors' services available nationwide? +

Yes, while they have local offices in Boise ID, Vancouver WA, Charlotte NC, Durham NC, and Hunt Valley MD, they specialize in being accessible and serving clients in almost every state as they travel or move.

What credentials do the founders hold? +

Nathan C. Downs holds AIF, CRC, and MBA credentials. Cory T. Thomas holds CPFA certification. Both are founders and wealth advisors at the firm.

What types of retirement plans do they help healthcare professionals with? +

They assist with 403b, 401, 401k, 457 plans and combinations thereof, helping maximize investment options and understand the impact of contributions on tax situations and long-term retirement strategy.

What employee benefits solutions do they offer business owners? +

They offer tailored advice on 401k plans, SIMPLE IRAs, SEP IRAs, Deferred Compensation plans, and ESOP programs including Roth options to attract and retain talent while providing tax and retirement savings for the owner.

Which tech companies do they work with? +

They work with professionals at Intel, HP, Microsoft, Micron, Salesforce, T-Mobile, Amazon, Cisco, Nike, Okta, Nvidia, Expedia, Apple, and i.e. among other leading tech companies.

What universities do they serve? +

They serve employees of the University of North Carolina System, Duke University, Wake Forest University, Vanderbilt University, University of Tennessee System, University of Washington, and others.