A complete list of active advisors currently associated with Sound Wealth LLC

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

Sound Wealth LLC is a fee-only registered investment adviser that serves individuals (including high-net-worth clients), employer plan sponsors, and other business clients. The firm provides discretionary investment management, project-based and ongoing financial planning, and retirement plan consulting. The firm’s investment approach is grounded in modern portfolio theory and strategic asset allocation, blending passive and active vehicles with factor-based tilts such as value, momentum, and smaller-cap exposure, and generally favoring longer-term holdings with tactical short-term trades when appropriate. Planning and portfolio oversight are integrated, and the firm can advise on “held-away” accounts via a third‑party order management link with client authorization while relying on select institutional custody platforms. Sound Wealth operates as a solo-practitioner practice, an uncommon structure among its peers, so clients typically work directly with a single advisor who also serves as the firm’s compliance officer. The principal also operates an affiliated tax preparation practice (allocating about 10% of his time), holds multiple professional credentials (including CFP® and EA), and commonly recommends specific custodial platforms and third‑party technology for account aggregation and held‑away access — features that distinguish the firm from larger, multi‑advisor firms.

To learn more about the advisors currently working at Sound Wealth 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.