A complete list of active advisors currently associated with Sound Financial Strategies Group, LLC

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

Sound Financial Strategies Group provides discretionary investment management, financial planning, and insurance product recommendations to individuals, families, small business owners, professionals, and high‑net‑worth clients. The firm reports approximately $217.7 million in discretionary assets under management across Fee‑Based Accounts and sponsors a wrap fee program for accounts custodied at Charles Schwab. The firm manages client portfolios using model portfolios, a sub‑adviser, and periodic Investment Committee reviews, and advisors contact clients at least annually to reassess objectives and risk tolerance. It also offers a Faith‑Based Investing option that applies biblical screening criteria sourced from the Biblically Responsible Investing Institute and Inspire Insight, which can narrow the investable universe compared with unconstrained strategies. The brochure discloses several features that are less common among similar team firms: some representatives are registered representatives of APW Capital, Inc., and may receive commissions, 12b‑1 fees, and other brokerage compensation in addition to advisory fees, and an affiliated entity (Sound Financial Strategies Group Insurance, LLC) receives direct compensation for insurance sales. The firm also notes a legal matter involving a member of management who was named in litigation concerning a beneficiary change, which the firm states it does not consider material.

To learn more about the advisors currently working at Sound Financial Strategies Group, 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.

Name	Location	Years of experience
Christine Cole	Madison, MS	5
Jerry Grantham	Madison, MS	43
Laura Herrington	Madison, MS	4
Joel Holden Jr.	Madison, MS	17
Jett Stuart	Madison, MS	0

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