Sound Partners

Sound Partners is a financial planner in Henderson, NC. The firm works with families and businesses on financial planning, retirement planning, estate conservation strategies, life insurance strategies, disability and income protection, and business planning, with executive benefits programs, needs-based insurance solutions, and asset allocation analyses among its offerings. Sound Partners has served clients since 2011.

The advisory team includes managing partners Bert Powell, CFP, CLU, AIF, and Patrick Porter, CEPA, both based in Greenville, along with partners Edward Spence, ChFC, CLU, RICP, of Goldsboro; Wade Scales, CLU, of Greenville; Ross Moore, of Wilmington; and Howell "Hal" O'Geary, of Henderson. Their stated focuses span retirement planning, wealth management, goals-based financial planning, group retirement plans, life and long-term care insurance, managed accounts, mutual funds, fixed and variable annuities, individual health insurance, employee benefits, pension plans, and 401(k) implementation. Dan Stieh, CFP, CEPA, MBA, serves as an associate focused on retirement planning and investment analysis.

The firm describes itself as a family of values-led financial professionals who help clients protect, preserve, and grow wealth across generations, and it states that its mission centers on linking generations together. Its service team includes Cathy Palmer, director of new business, who has been with Sound Partners since 2008; Chelsey Bennett, senior client concierge; Hannah Hawks, client concierge; Tiffany Irizarry, service specialist; and Lekeisha Cuffie, new business specialist.

The office sits on Red Oak Road, about a tenth of a mile from Ruin Creek Road and a third of a mile from Red Bud Creek. Maria Parham Health is roughly six-tenths of a mile away, Vance Charter School about a mile, and Henderson Country Club about 1.1 miles.

With more than a decade of service in the area and a team holding credentials including CFP, CLU, ChFC, RICP, CEPA, AIF, and MBA designations, Sound Partners brings established financial planning experience to Henderson and the surrounding communities.