Sound View Wealth Advisors Group

Sound View Wealth Advisors Group

Sound View Wealth Advisors Group launched in 2018 when Managing Partner Kelly Bouchillon established the RIA to deliver family-office-style counsel to clients across the wealth spectrum. The firm organizes around a team-based model that blends CERTIFIED FINANCIAL PLANNER™ practitioners, investment analysts, and client-relationship staff — a structure that mirrors the multi-generational service cadence of larger private banks without requiring nine-figure net worth. Its headquarters are in Savannah, with additional offices in Bluffton, South Carolina and Statesboro, Georgia, reflecting a deliberate Lowcountry and Coastal Georgia geographic concentration. The investment approach centers on an open-architecture platform: the firm builds financial plans that integrate tax-aware portfolio design, retirement-income modeling, and estate-coordination strategies, then implements those plans through a mix of direct securities, third-party fund managers, and bespoke family-office services. While the firm does not publicly disclose specific portfolio holdings or total assets under advisement, USA TODAY named Sound View to its 2026 Best Financial Advisory Firms list, confirming sustained growth in its advisory base. The firm's communications indicate an emphasis on helping clients identify and close financial blind spots across tax, portfolio, and estate-planning domains. Sound View's team spans three locations and includes roles such as Director of Strategic Growth and Development and Senior Investment Analyst — roles more typical of a scaled RIA than a lifestyle practice. The firm does not disclose total team headcount or aggregate deployment figures. Its marketing materials position the group as "a family office for wealth of all sizes," and a May 2026 USA TODAY recognition underscores that the firm has moved beyond a local startup to an organization capable of national benchmarking. Bouchillon's media presence includes a market-outlook interview on Schwab Network's The Watch List, signaling an intent to maintain public market commentary alongside private-client work. The structural differentiator lies in Sound View's attempt to collapse the traditional wealth-tier barrier around the family-office label. Rather than organizing as a single-family vehicle serving one ultra-high-net-worth principal, it applies fiduciary planning, open-architecture investing, and concierge family-office coordination to a broader client demographic across a focused regional footprint. The Savannah–Bluffton–Statesboro triangle creates a geographic density that supports in-person relationship management across generations — a model that distinguishes Sound View from both national digital-advisory platforms and local solo practitioners.