We help our clients reach life goals through fee-only

financial planning and investment management.

We provide actionable advice to strengthen your long-term financial position and give you the confidence to live fully today.


Comprehensive Analysis

We evaluate your overall financial situation and provide  advice to help you reach your goals.

Sophisticated Investing

Our client portfolios are built on Modern Portfolio Theory and are supported by thorough academic research.

Ongoing Planning

Life happens, and we're here to help make sure you stay on the best path.

It's not all Science

Just because something's "optimal" doesn't mean it's comfortable. We work to find the best plan that allows you to sleep soundly.


You may be surprised to learn that many financial services professionals have no obligation to place their clients' interests and well being ahead of their own.

As sworn fiduciaries, we do. This means that when possible, we avoid conflicts of interest in our advice. More specifically, we earn no compensation via commissions or product sales, so you can be confident that our advice is unbiased and objective.

Simply put, we will always have your best interest in mind.

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Financial Planning

We'll help to define your needs, wants, and wishes for today and the future, and coordinate tax, retirement, investment, estate, and healthcare planning to ensure you are on the best course.

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Investment Management

Our investment approach is tailored to each client's unique circumstances, but it is always disciplined and supported by academic research. We strive to optimize returns and risk through diversification, and minimize the amount of gains forfeited to taxes.

Sound Portfolio Advisors was established in 1999 to provide objective, fee-only financial planning advice and investment management services.  Our offices are located adjacent to the scenic Mystic River Park and drawbridge in the center of town.

 

Who We Serve

Our typical client is enjoying retirement or is within 10 years of it, with savings of at least $250,000. They understand that their long term financial health depends on a professional, measured investing approach and a willingness to re-evaluate their position relative to their objectives.

 

Click here for a list of questions that we recommend asking any investment professional you may be considering entrusting with your goals.


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Theodore L. Parker, CFP®, President

Ted is a Certified Financial Planner™ professional with over thirty years of experience in financial services. Prior to establishing Parker Financial Planning, he was a Vice President at J.P. Morgan Chase Bank in New York City, responsible for client relationships with multinational corporations. 

Mr. Parker earned a Master's degree in international business and finance from the Fletcher School at Tufts University, and graduated Phi Beta Kappa from Reed College in Portland, Oregon.  He also graduated with honors from Phillips Exeter Academy, New Hampshire.
 
Mr. Parker is active in a number of civic and professional organizations, including the Estate and Tax Planning Council of Eastern Connecticut, and the Rotary Club of Mystic. He is married with two children and a chocolate labrador retriever.  In his free time, Ted enjoys sailboat racing, hiking, and mid-century architecture.

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Bryan J. Watts, CFP®

Bryan is a Certified Financial Planner™ professional with over ten years of experience in the financial services industry. Prior to joining Parker Financial Planning, he worked closely with institutional asset managers in supporting the equity and fixed income research process and evaluating portfolio performance.

Mr. Watts completed an honors Economics degree from Boston College in Chestnut Hill, Massachusetts, with a focus on capital markets and statistical analysis. Prior to this, he graduated from the Williams School in New London, Connecticut.

Bryan is an active member of the Greater Mystic Chamber of Commerce. He is married with two children, and spends his free time with his family, playing competitive tennis, and honing his cooking skills. 

Call, Email or Visit

Do you want an objective birds-eye view of your situation?

Please give us a call at 860.572.2737 to arrange a no-cost consultation.

Or Let us know a little bit about yourself, and we'll reach out to connect.

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