A complete list of active advisors currently associated with Sound Financial Center LLC

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

Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates, working with clients on cash-flow, retirement, tax, education, and estate-planning matters. The firm operates as a fee-only adviser with three investment advisor representatives and manages client accounts held at a third‑party custodian. Investment programs use a mix of stocks, bonds, no‑load mutual funds, ETFs, CDs and short‑term bond instruments, and the firm implements discretionary trading under a limited power of attorney. For the growth portion of client portfolios the firm commonly uses a described “Sig 3 Portfolio” approach—initial ETF exposure to an S&P index with a cash sleeve that is adjusted on a quarterly basis—alongside periodic reviews and adjustments to fit individual risk tolerance. What is distinctive about the firm is its integration with a tax-preparation practice: the owner operates a separate tax service and the advisory team includes tax professionals (including an Enrolled Agent) who provide tax-preparation and related tax advice, sometimes as part of a client relationship and otherwise on a separate billing basis. The firm also notes a long operating history predating its recent LLC reorganization and emphasizes a strictly fee-only model with no commission or product‑sales affiliations.

To learn more about the advisors currently working at Sound Financial Center LLC, 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.