SoundPath Retirement Strategies LLC

EST. AUM
$158,522,563

CONTACTS
3

CLIENT ACCOUNTS
776

Firm Details

Metro area Seattle
CRD Number 315590
Website soundpathretirement.com
Client types

Overview

SoundPath Retirement Strategies is an independent, fee-only fiduciary investment advisory firm based in Bellevue, Washington. Founded by Benjamin Koval, the firm specializes in developing personalized retirement plans and reliable income strategies for retirees, using a logic-driven approach to financial planning and investment management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SoundPath Retirement Strategies LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company