Tell me,
what is it you plan to do with your one wild and precious life?
- Mary Oliver
Sonas Financial Planning is a flat-fee wealth management firm based in Atlanta, Georgia that delivers personal and actionable retirement planning and investment solutions for pre-retirees and retirees in person locally and virtually throughout the country.
What is your big goal?
Retiring with confidence?
Supporting people and causes that are important to you?
Having a trusted partner you and your family can rely on?
Keeping your lifetime taxes down?
Not being afraid to spend in retirement?
Saying “I’m glad I did” instead of “I wish I had”?
Spending the next hour finding the right partner to help you for the next ten years or more?
Hi, I’m Bradley.
I’ve spent two decades in an industry that doesn’t always make it easy to know who to trust. Hidden fees, half-answers, and vague promises aren’t good enough.
That’s why everything we do is transparent—how we charge, how we plan, how we execute. You should never wonder what’s happening with your money.
It shouldn’t feel so stuffy. It should be personal. It’s a collaboration. It’s sharing dreams and working together to find ways to see them come true.
I started Sonas FP to help individuals and families like you understand how a healthy relationship with your money can lead to a lifetime of financial peace, wellness, and freedom.
Why Choose Sonas?
Price.
Philosophy.
Experience.
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Flat-Fee
Our fees are clear and fair. We charge a flat annual fee that is NOT a percentage of the size of your investable assets. We don't receive any form of compensation from anyone other than you. No product sales. No commissions.
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People-Centered Approach
One of our key strengths is creating authentic, intentional relationships so that we arrive at a financial roadmap that adds indispensable value to your retirement journey.
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Fiduciary
Unlike many advisors or financial salespeople who are affiliated with banks, brokerages or insurance companies, we're regulated solely as fiduciaries. This means we're ALWAYS required to act in YOUR best interest.
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Tax Effiecient Strategies
We specialize in tax-smart planning for high-net-worth investors, leveraging proven strategies to help reduce the impact of taxes on your long-term financial goals.
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Results for YOU
Our focus is on your success. Traditional firms’ results are for shareholders or private equity stakeholders.
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Independent
We're a standalone company not affiliated with any banks, brokerages or insurance companies. This allows us to offer truly comprehensive advice without restriction or pressure to make certain recommendations
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Technology Focused
We leverage technology to enhance the customer experience and deliver incredible value at a lower cost. Onboarding is paperless, data is transferred through a secure portal, and we can serve clients anywhere via video conference.
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Holistic Approach
Instead of focusing only on investments or insurance, we evaluate your entire financial ecosystem across dozens of planning areas.
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Credentialed
CFP® - CERTIFIED FINANCIAL PLANNER®
TPCP® - Tax Planning Certified Professional®
MPFP & MBA - Master of Personal Financial Planning & Master of Business Administration
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Experienced
Highly experienced in helping retirees achieve their retirement goals.
Only 29% of financial advisors have completed the rigorous training to become a CFP®.
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Sure, accumulating wealth is great.
But only if it helps you live your best life. That’s where Sonas comes in. We can help you plan for and enjoy the things that truly make you feel happy and secure.
How you ask? By first learning who you are. Yes, your account balances and risk tolerance are important. But they can come later. What we first want to understand is what drives you. What your passions are. What keeps you up at night. Who and what you want to protect.
Because knowing you as an individual allows us to provide you with a truly individualized financial plan.
And as you transform that plan into action, we’ll be there along the way to provide encouragement, help you stay motivated, and keep you on track.
We’ll celebrate your accomplishments and be there for you during personal challenges… always providing guidance for how to make sound financial choices during life’s major transitions.
Oh, and we’ll make it all a lot more fun than you might think (After all, Sonas means happiness).
