A complete list of active advisors currently associated with Sound Financial Advisors, Inc.

Warmer can help you find a great advisor at Sound Financial Advisors, Inc. or one who fits your needs even better.

Sound Financial Advisors provides investment advisory services to individuals (including high‑net‑worth clients) and to trusts, estates, and charitable organizations, and also offers standalone financial planning and consulting engagements. The firm conducts portfolio management exclusively through a third‑party platform while delivering planning and consultative work directly to clients. The firm’s advisory work is built around the AssetMark platform’s model allocations created by independent investment strategists; advisors assist clients in selecting a risk/return objective and a strategist, and accounts are invested and adjusted to follow the chosen model rather than tailored security-by-security to individual circumstances. For certain solutions the firm introduces clients to third‑party discretionary managers and conducts ongoing monitoring of those managers’ holdings, strategies and risks as part of periodic reviews. Noteworthy differences versus many peers include the firm’s small scale (two advisors and under $20 million in reported assets) and its requirement that clients use the recommended custodians to access the platform rather than permitting wider custodian choice. The firm also discloses that its principal is licensed to sell insurance (a potential conflict disclosed in the brochure) and generally does not accept proxy‑voting authority for client securities, leaving proxy votes to clients or third‑party managers.

To learn more about the advisors currently working at Sound Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.