Sound Financial exists to help you live a fulfilled life—and the specific way we do that is through financial planning.

We use all of the financial planning tools you would expect (investments, insurance, annuities, etc.) to help you find an unexpectedly fulfilling life. We believe that a fulfilled life is well-rounded in that it connects you with others and helps you find and live out your larger purpose. Our unique Rules Based approach provides the foundation for our investment philosophy, focusing on long-term stability instead of short-term fluctuations.


Since the very beginning, we have sought to educate people about their finances, giving them the tools and understanding to pursue their goals. Learn more about our founders and what still drives us today.

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How We Give Back

Living generously is something that is woven into our DNA at Sound Financial. We truly believe that a life of generosity is a better kind of life. We’ve identified Purpose Partners who align with our beliefs that are making a difference in the world.

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Sound Financial is a group of people who are dedicated to serving you and helping you live a fulfilling life. The relationships we build over time give strength and stability to everything we do.

Meet the Team

Don’t wait any longer. Schedule your conversation today!