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financial planning 

investing. retirement. education. estate.


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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 comprehensive financial planning and investment management. We provide individuals, families, and businesses with solutions for lasting growth.


We’re Proud to Showcase Our:



Fee-Based Planning Sonoma CA, Sonoma Wealth Advisors

Transparent FeE  Structure

We have no hidden fees or surprise charges. Our fees are black and white. You know what service you receive and exactly how your fee is calculated.


Fiduciary Oath Sonoma CA, Sonoma Wealth Advisors

Reliable Service and communication

You have a predetermined schedule of meetings and calls for the year, with access to our calendars to get in touch whenever you need. As our client you will also receive weekly communication with important reminders and helpful resources.


Certified Financial Planning Solutions Sonoma CA, Sonoma Wealth Advisors

CERTIFIED FINANCIAL
PLANNING™ (CFP®) Solutions

You have peace of mind knowing we have a wide range of experience and up-to-date knowledge in financial planning. We work together with you to create an actionable plan with a clear path that flows toward your goals.





In the Press 

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Solutions that fit your needs


Individuals and families

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Businesses and Institutions

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