Bill Schultheis
Bill Schultheis is a veteran financial adviser, investment writer and widely respected speaker who helps investors stay focused on long‑term planning over short‑term market noise. He founded Soundmark Wealth Management in 2000, growing it to more than $453 million in assets before its 2024 acquisition by Edelman Financial Engines, where he now serves on the Wealth Planning team.
Bill is also the creator of The Coffeehouse Investor, a philosophy and book that encourages investors to simplify their approach, embrace low‑cost index funds and concentrate on what they can control.
He began his career as a trader in the wheat pit at the Chicago Board of Trade and later as an adviser with Salomon Smith Barney.
Phone: 425-284-4341 | Email: bschultheis2@edelmanfinancialengines.com
Website: EdelmanFinancialEngines.com | LinkedIn
Latest articles by Bill Schultheis
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2 Rules for Investors That Work Even if There's a Bear MarketYou can't control the markets, so focusing on two areas closer to home — your spending and asset allocation — is the more realistic route to financial stability.
By Bill Schultheis
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These Small Money Habits Really Can Plant RootsFebruary gets a bad rap for being the month when resolutions fade — in fact, it's the perfect time to reset and focus on small changes that actually pay off.
By Bill Schultheis
