About Us

At Aaron Soursdey & Associates, we have spent several years building a firm dedicated to taking a conservative and ethical approach to growing and protecting our clients’ wealth and prosperity. Since our inception, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients. We bring planning excellence, investment discipline and personal service to everything we do.
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Individual and families

Our team of Financial Advisers will help you create, implement and maintain an investment strategy that best meets your lifetime financial goals.

Business

Aaron Soursdey & Associates is uniquely positioned to help assist and advise business owners in evaluating the sale of a business or the prospects of a successful merger.

Tax

Whether you’re a business owner or an individual looking to file your taxes, Aaron Soursdey & Associates provides comprehensive tax planning and preparation services.e

Some facts about our organisation.

27,212

Clients

18,318

Taxes Filed

13,815

Estate Managed