We strive to be excellent

stewards of what our clients 

have entrusted to us.

We strive to be excellent stewards of what our clients have entrusted to us, and it is important to understand WHY we operate the way we do. It can’t all just be for earthly gain, so what really drives us at Sound Financial?

We believe first and foremost that all we do must be God-honoring. We will follow biblical principles in our business practices. We hold to this standard of excellence, trustworthiness, and compassion for others in all we do.

Next, we believe people are the most

valuable resource in the world.

We believe this because people are made in the image of God and should be treated as such: strengths, weaknesses, quirks, and all! Our team at Sound is family, and since the only thing you can make a family out of is people … we will always put people first.

We exist to be servants and strive for the success of others. Whether it is clients, business partners, team members, or even people we’ll never have an opportunity to work with, we desire to help and serve others. We accomplish this by showing excellence in investment management, business strategy, tactical execution, and authenticity. This philosophy allows us to not only serve from a business standpoint, but also allows us to serve the less fortunate in our world by sharing in the blessings of our work. Give your best, and then give it back.

We believe in building something we can be proud of, and then sharing it. That is why we built our firm the way we did. We built Sound Financial FOR advisors because we ARE advisors and we know what kind of environment we want to work in. We didn’t just build our firm, so we could sit in a tower and watch it, we are deeply ingrained in the day to day operations. And because it is built by advisors, for advisors, when new advisors join us, they have a unique opportunity to thrive. When our team thrives, we all win!

These ideals are not just the way we operate our business … it is who we are! In the office and out, this is how the team at Sound Financial goes about their lives. Does this sound like something you would like to be a part of? We are on the lookout for like-minded individuals to join our team. So, what do you think … are you ready to thrive with Sound Financial?

Are you ready to grow your business, and do it in a way you can be proud of?

Sound Financial is looking for like-minded advisors who want to grow with us, while still retaining the support of a seasoned firm. If you think that might be you, we’d love to talk!