facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause



financial planning 

investing. retirement. education. estate.


START HERE

You’ve Planted the Seeds for a Healthy Financial Future

Now It’s Time to Keep Your Bounty Blooming


At Sonoma Wealth Advisors, we create solid financial frameworks for our clients using fee-based comprehensive financial planning and investment management. We provide individuals, families, and businesses with comprehensive wealth management services for lasting growth.


We’re Proud to Showcase Our:



Fee-Based Planning Sonoma CA, Sonoma Wealth Advisors

Fee-Based
Planning

As a fee-based firm, we provide you with the sound solutions and products we believe will be the most beneficial in meeting your unique needs.


Fiduciary Oath Sonoma CA, Sonoma Wealth Advisors

Fiduciary
Oath

Your best interest is paramount — every step of the way. All of our advice and recommendations are developed with loyalty to you and your goals.


Certified Financial Planning Solutions Sonoma CA, Sonoma Wealth Advisors

CERTIFIED FINANCIAL
PLANNING™ (CFP®) Solutions

As CERTIFIED FINANCIAL PLANNING® professionals, we don’t just have up-to-date financial acumen. We’re also committed to upholding CFP® principles of honesty, integrity, competence and diligence.



U.S. News & World Report logo
WealthManagement.com logo
TheStreet logo
Sonoma Index-Tribune logo
ThinkAdvisor logo
Yahoo!Finance logo
The North Bay Business Journal logo




Services That Fit Your Needs


Individuals & Families

Learn More

Businesses & Institutions

Learn More




Interested in Seeing if Our Values Align with Yours?

Discover Our Difference 

Learn More


Schedule a Meeting