Sound Financial Investments, LLC is an independent fee-based financial advisory firm serving clients throughout the Puget Sound region and beyond.
As a fee-based firm, it allows us to become an unbiased partner and teach you about what you have, what we propose and where the changes will ideally take you. We are able to show you those changes in a very sophisticated simulator. This tool allows us to remove bias and find the optimal solution/strategy for you as an individual.
Sound Financial Investments can act as a 3(38) Fiduciary as well, and this means we are legally and ethically bound to consider only what’s in your best interest.
Executive Management
Office Manager
Client Relationship Specialist
Client Relationship Specialist