Sound Financial Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting and participant education, and also offers educational seminars for clients and plan participants. The firm serves individuals, high‑net‑worth individuals, and ERISA retirement plan participants and documents each client’s objectives and constraints in a written Investment Policy Statement.
The firm applies fundamental and technical analysis and employs both long‑term and short‑term trading strategies, with accounts reviewed at least quarterly and financial plans delivered on a one‑time basis unless additional work is requested. Rather than holding custody of assets directly, the firm refers client assets to third‑party advisers (including Matson Money, AssetMark and SEI), conducts due diligence and ongoing performance reviews, and receives fee shares from those relationships; it also does not accept discretionary trading authority over client accounts.
Distinctive features disclosed in the brochure include an affiliation with an insurance agency and licensed representatives who may sell commissionable insurance and brokerage products, a conflict the firm notes and documents for clients. The firm also requires use of its recommended custodians, provides retirement plan participant education as a formal service, and limits ongoing financial reporting from the adviser to custodian statements unless clients pay for additional plan updates.
Client services
Expertise
Fee options
Pension consulting services: annual flat fee up to $15,000, collected quarterly in arrears by Third-Party Administrator.
$0 - $4,000,000: 0.4% up to 1.4% (SFIM) + 0.50% up to 1.10% (Matson Money) + 0.25% to 0.75% (AssetMark & SEI) = up to 2.50% max total fee Over $4,000,000+: 0.4% up to 1.0% (SFIM) + 0.50% up to 1.10% (Matson Money) + 0.25% to 0.75% (AssetMark & SEI) = up to 2.10% max total fee
Representatives accept commissions from sale of securities and insurance products; conflicts of interest disclosed.
Main office
320 James E. Bohanan Drive
Vandalia OH 45377
Advisors at this office
3
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Beau B
CFP®, Series 65
Vandalia, OH
Sound Financial Investment Management, LLC
Beau Bryant is a CFP® with 13 years of industry experience, currently with Sound Financial Investment Management, LLC. His prior roles include positions at J.P. Morgan Securities and Resolute Wealth Advisor, Inc. Outside of advisory work, he owns BBTP, LLC, which provides data and tax preparation review services as an independent contractor. Sound Financial Investment Management, LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm employs both fundamental and technical analysis, uses a range of trading strategies, and refers client assets to third-party advisers while conducting due diligence and performance reviews.
Christopher S
Series 63
Vandalia, OH
Sound Financial Investment Management, LLC
Christopher Strehle is a financial advisor with Sound Financial Investment Management, LLC, holding a Series 63 designation and 27 years of industry experience. He has worked at firms including Osaic Wealth, Inc., Triad Advisors, LLC, and Dynamic Employee Solutions, LLC. He is president of Sound Financial Solutions, Inc., which sells non-investment insurance products through an affiliated insurance agency. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and participant education services to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm utilizes both fundamental and technical analysis with long- and short-term strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.
Cory D
CFP®, Series 66
Vandalia, OH
Sound Financial Investment Management, LLC
Cory Davenport is a CFP® with 21 years of industry experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, offering insurance products alongside his advisory services. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and client education for individuals, high-net-worth clients, and ERISA plan participants. The firm uses both fundamental and technical analysis with a mix of long- and short-term strategies while working with third-party custodians and advisers to manage client assets.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")