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 |
|---|---|---|
Madison, MS
| 4
| |
Madison, MS
| 43
| |
Madison, MS
| 3
| |
Madison, MS
| 16
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")