SOUND FINANCIAL SOLUTIONS LLC

Overview

Sound Financial Solutions LLC is an independent registered investment adviser that runs a fee-based advisory practice focused on individuals, families and small institutions. The firm emphasizes equity-centered portfolio management and financial planning, and lists portfolio management for individuals, small businesses and institutions as core services. It also provides financial planning and pension consulting services as part of its advisory offering. The firm charges clients a percentage of assets under management and operates primarily on a discretionary basis, which aligns with its concentrated use of exchange-traded instruments. The firm does not position itself as an ESG-focused manager and is not structured as a multi-state adviser. Custody and execution are routed through a mainstream custodian, supporting a trading approach that favors liquid, exchange-traded vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices