Our Approach

Real-world investment strategies for real-world people. It’s all in a day’s work.

At the end of the day, here’s what we do as we put clients on a firm foundation to a strong financial future: we show people when and how to invest. And we’ve been quietly successful at it over the years. But it’s the way we go about it that sets us apart. Sure, we handle various requests for wealth management and financial planning, but mainly we’re a group of advisors obsessed with knowledge and laser-focused on data. Our business model rests on a foundation made up of strong relationships and knowing the aspirations and goals of our clients. Only then can our investment strategies offer peace of mind and strengthen our allegiances with them.

Poking and prodding and researching before making any moves. 

Our expert team gets to know our thoroughly vetted funds and securities from every angle, which at times includes personal interviews with fund managers prior to adding their fund to a client’s portfolio. It’s all part of our pragmatic, conservative philosophy of investing for the long run instead of making decisions based on flash-in-the-pan fads.

What We Offer

Peace of mind
since 1988.

We’re not here to brag, but the relationships we’ve formed with clients go back over three decades and our proven track record speaks for itself. In short, experience counts. And we’ve gathered quite a bit of it over the years.

Our Team

Julius Ridgway

Senior Advisor, Principal

Eddie Carlisle

Senior Advisor, Principal, Chief Compliance Officer

Doug Muenzenmay

Senior Advisor, Principal

Beth Braswell

Client Services Coordinator

Sissy Moreland

Client Services Trading

Our History

SoundPath’s roots run deep, all the way back to 1988 when Medley & Co. was founded by Tim Medley. In 1995, Cecil Brown joined the firm and the name was changed to Medley & Brown two years later. From 2002 to 2010, the current principles joined before Cecil Brown’s retirement in 2012. Tim Medley sold his remaining share of the firm to the current principals in 2020 and they went on to change the firm’s name to SoundPath in January of 2022 to better reflect our mission of guiding clients towards a strong financial future. 

Tim Medley founded Medley & Co.
Cecil Brown joined
Firm changes name to Medley & Brown
Julius Ridgway joined
Eddie Carlisle joined
Doug Muenzenmay joined
Cecil retired
Tim “retired” as managing member of the firm
Ownership transition from Tim to remaining principals completed
Medley & Brown becomes SoundPath

Let's Talk

We’d love to chat about our approach to managing your assets and how we keep you from worrying about them.

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