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financial planning 

investing. retirement. education. estate.


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


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


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

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.

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Services That Fit Your Needs

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Interested in Seeing if Our Values Align with Yours?

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