Sound Portfolio Advisors

Who We Are

Sound Portfolio Advisors is a registered investment advisor based in Mystic, Connecticut that provides fee-only financial planning and portfolio management services to individuals and retirement plans. Being based in a small town provides a unique sense of perspective, while the location between New York and Boston provides regular access to some of the world’s most thoughtful perspectives.

The firm was founded by William P. Middleton. Bill began his investment career nearly twenty years ago with Federated Investors, an institutional mutual fund firm. At Federated he was responsible for working with investment advisors and money managers in New York and Boston, including some of the most respected names in the industry. In 1995 he joined Investment Management Advisors, Inc. (IMA), a New York investment advisory firm where he went on to become a partner. While at IMA he worked in all facets of the business including research, portfolio management, operations and performance reporting. During his tenure with the firm his work included various consulting projects for Lipper Analytical Services. In January of 2004 he founded Sound Portfolio Advisors.

Bill attended the University of Pittsburgh where he earned degrees in Business and Philosophy. He holds the Certified Financial Planner© (CFP©) designation.

He has been involved with a variety of non-profits over the years including The James Merrill House (Co-Chair), Mystic Arts Center, Lawrence & Memorial Benefactor Society (Past President), Riverfront Children's Center (Past President and Treasurer), Mystic Outdoors Art Festival (Past Chair)and the Estate & Tax Planning Council of Eastern Connecticut (Past Secretary and President).