Manassas, VA Ashton Avenue Office
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Sound Income Strategies, LLC
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About
Sound Income Strategies is a fee-based investment adviser that serves a broad mix of clients — individuals (including high net worth), corporate and pension clients, other registered advisors, and retirement plans — through asset management, financial planning, ERISA 3(21)/3(38) plan services, and co‑/sub‑advisory arrangements. The firm also provides insurance planning and educational workshops through affiliated entities and acts as a sub‑advisor to exchange‑traded funds.
The firm’s investment approach emphasizes fixed‑income and income‑oriented strategies combined with fundamental and technical analysis; portfolio managers actively adjust holdings by swapping securities to manage duration, yield and credit exposure and deliver customized model or representative‑specific portfolios on either a discretionary or non‑discretionary basis. SIS also allocates assets to third‑party managers when appropriate and participates in ETF portfolio management and related derivatives risk oversight under fund regulatory frameworks.
Notable distinctions include an unusually large client base relative to the number of advisors, and an integrated distribution model that combines in‑house portfolio management, an affiliate broker‑dealer/insurance channel and a coaching/academy affiliate — arrangements the firm discloses as potential conflicts and addresses through supervisory processes. The firm also offers specialized services such as tailored family‑office and special‑needs planning, and it publicly discloses fee adjustments and oversight steps intended to mitigate conflicts tied to its ETF sub‑advisory role and affiliated insurance activities.
Based on Sound Income Strategies, LLC
Expertise
Based on Sound Income Strategies, LLC
Location
8140 Ashton Avenue, Suite 206
Manassas VA 20109
Advisors at this office
3
Advisors at this office
Fabiano D
Series 66
Manassas, VA
Sound Income Strategies, LLC
Fabiano De Franco is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Sound Income Strategies, LLC since 2019 and concurrently owns Retirement Solution LLC, where he focuses on fixed insurance sales. Prior to that, he worked at ICMA Retirement Corporation from 2010 to 2017. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity evaluation, supported by a scalable advisor network and specialized family-office style services.
Joshua M
Series 66
Manassas, VA
Sound Income Strategies, LLC
Joshua Moskowitz is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameritas Advisory Services, W.C. Moore Financial Services, and First Command Financial Planning. In addition to his advisory role, he is involved with Retirement Solutions, LLC, where he provides investment advisory services and fixed insurance sales. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets, serving a diverse client base that includes individuals, pension plans, trusts, and corporations. The firm emphasizes customized portfolio management with a focus on fixed-income analysis and equity review, offering a scalable advisor network supported by affiliated business lines and specialized services.
Joshua J
Series 65
Manassas, VA
Sound Income Strategies, LLC
Joshua Jones is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and entering his first year in the industry. His work experience includes roles at Sound Income Strategies and Retirement Solution, LLC since 2026, and involvement with Complex Tax and Efile, LLC since 2012. Sound Income Strategies serves a diverse client base, including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm focuses on fixed-income and income-oriented investment strategies, combining fundamental and technical analysis, and offers specialized services such as family-office and special-needs planning.
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