Protect, preserve, and grow your wealth for generations to come.

Providing confidence with experienced, personalized and holistic planning for all phases of life.

Our approach

Just like the families and businesses we serve, we understand the value of teamwork. We built our firm around a client-centric, team-driven and collaborative model. Sound Partners is a team of values-led financial professionals who create long-term relationships with individuals and business owners who value and want sound advice.

Meet our team

Comprehensive, lifetime financial planning

We believe in the power of linking generations together in a way that helps improve the lives of our clients and contributes to the well-being of our communities.

We meet you where you are.

With offices conveniently located throughout North Carolina, our team of professionals are ready for your call.

Our Services

  • Business Planning
    Fixed & Variable Annuities
    Education Planning
    Buy-Sell Plans

  • 401k & other Corporate Sponsored Plans
    Estate Conservation Strategies
    Deferred Compensation Programs

  • Variable & Traditional Life Insurance
    Life Insurance for Key Persons
    Disability Income Insurance

  • Asset Allocation Strategies
    Estate Conservation Strategies
    Buy-Sell Plans

  • “Sound Partners uses a true team approach and is designed with people and processes to be in place as long as our services are needed. We have made efforts and sacrifices to develop a culture and experience that is bigger than any one advisor, but big enough for any client.”

    Bert Powell, Managing Partner

  • "Sound Partners is a team of professionals dedicated to our clients and each other. We share the same values and approach to planning for our clients futures. We are multigenerational in our firm and in many instances work with two, three or more generations in our clients families. Like I said earlier we are all a family of advisors serving the families of our clients both now and for generations to come."

    Ed Porter, Partner

  • “Our core values resonate internally and externally and clients will receive these values throughout their time with us – show care, be authentic, share freely, have ongoing concern and operate as a team. The depth of knowledge and experience within the group is second to none.”

    Ross Moore, Advisor

You deserve the peace of mind that Sound Partners provides.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-5453094.1 (3/23) (Exp. 3/27)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.