Lake Stevens, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sound Financial, LLC
Team
Firm-wide stats for Sound Financial, LLC
About
Sound Financial serves individual and high‑net‑worth clients as well as business entities, offering financial planning, portfolio management through recommendations to third‑party advisers, and public speaking engagements. The firm provides tailored financial plans and will implement investment advice by directing clients into third‑party platforms and model allocations.
The firm’s investment approach emphasizes model portfolios and modern portfolio theory, and it commonly directs assets to third‑party managers and wrap programs rather than managing all investments in‑house. Sound Financial generally limits recommendations to mutual funds and insurance products, conducts due diligence on recommended managers, and may exercise discretionary authority in selecting and overseeing those managers.
Distinctive features include licensing and activity as an insurance producer, participation as a wrap program sponsor with providers such as Betterment and AssetMark/Schwab, and participation in referral and affiliate programs (including the Betterment Advisor Network and an accounting‑software affiliate). The firm also uses client testimonials in its advertising and offers educational workshops, public speaking, and specialized consulting engagements (including founder‑level and business/estate advisory work), all of which are less common among similar team advisers.
Based on Sound Financial, LLC
Location
Lake Stevens WA
Advisors at this office
3
Advisors at this office
Elijah F
Series 66
Lake Stevens, WA
Sound Financial, LLC
Elijah Fowler is a financial advisor at Sound Financial, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services/Verity Credit Union. Sound Financial, LLC is a team-based registered investment adviser managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach with model allocations and third-party managers, providing tailored financial planning and utilizing platforms such as Betterment and AssetMark for portfolio implementation.
Paul A
Series 63, Series 65
Lake Stevens, WA
Sound Financial, LLC
Paul Adams is a financial advisor with Sound Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Sound Financial, he worked at Guardian Life and Park Avenue Securities. He is an author and co-hosts a podcast focused on organizational leadership, and he serves on the board of Gold Creek Community Church while also teaching financial stewardship there. Sound Financial serves individual and high-net-worth clients as well as business entities, providing financial planning and portfolio management primarily through third-party advisers. The firm emphasizes model portfolios and modern portfolio theory, generally recommending mutual funds and insurance products while overseeing third-party managers and wrap programs.
Maranda B
Series 65
Lake Stevens, WA
Sound Financial, LLC
Maranda Blackwell is a Series 65 licensed financial advisor with six years of industry experience. She has been with Sound Financial, LLC since 2016. Sound Financial, LLC is a team-based registered investment adviser with seven advisors managing approximately $170 million for individuals, high-net-worth clients, and business entities. The firm uses a Modern Portfolio Theory approach, relying on model allocations and third-party money managers, and provides tailored financial planning alongside portfolio management primarily through mutual funds and insurance products.
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