Sound Investment Advice, LLC

Sound Investment Advice is a small, state-registered independent advisory firm that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations and corporations, managing approximately $428,676 across eight client accounts. The firm tailors portfolios to each client’s goals and risk tolerance and accepts client-directed restrictions when operationally feasible.

The firm blends a focus on individual stocks and fundamental/technical analysis with passive, asset-class exposures using ETFs and mutual funds, constructing portfolios that reflect both stock selection and low-cost index exposure. Accounts are generally managed on a discretionary basis and the firm typically recommends and executes through a third-party custodian, with custodial statements provided directly to clients.

A distinctive feature is that the firm’s principal practices as a Certified Public Accountant through a separate accounting business and may offer those CPA services to advisory clients, a disclosed affiliation the brochure identifies as a potential conflict of interest. The adviser operates with a very small client base and no stated account minimum, and relies on its recommended custodian’s technology and research services for trade execution and back-office support.