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 serves individuals (including families, professionals and small business owners), high-net-worth individuals, trusts, estates and not‑for‑profit entities, providing discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. Its offerings include fee‑based portfolios managed through firm model portfolios and a sub‑adviser, sponsorship of a wrap‑fee program, and SIMPLE IRA Plus plan advisory with participant education and enrollment support. The firm builds portfolios using strategic asset allocation, tactical model selection, fund selection and ongoing monitoring, generally exercising full investment discretion for client accounts and conducting reviews at least annually. It also offers a Faith‑Based Investing option that applies screens from the Biblically Responsible Investing Institute and Inspire Insight to align investments with clients’ stated biblical values. Noteworthy features disclosed in the brochure include that some representatives are registered with an unaffiliated broker‑dealer and an affiliated insurance entity (Sound Financial Strategies Group Insurance, LLC), arrangements under which commissions, 12b‑1 payments and marketing support may be received and are identified as potential conflicts of interest. The brochure also states that, while there are no firm‑level legal or disciplinary events reported, certain members of the management team have been named in disciplinary or legal actions, and the firm documents its procedures for addressing related conflicts and disclosures.
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 |
|---|---|---|
Madison, MS
| 5
| |
Madison, MS
| 43
| |
Madison, MS
| 0
| |
Madison, MS
| 4
| |
Madison, MS
| 17
| |
Madison, MS
| 0
|
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