Sound Financial Investment Management, LLC

Overview

Sound Financial Investment Management, LLC is organized as a privately held limited liability company controlled by an individual owner and operates as a capital allocator and advisory practice. Its stated services include discretionary portfolio management for individuals and small businesses, consulting around pension matters, selection and oversight of third‑party advisers, and client education through seminars and workshops. The firm charges fees as a percentage of assets under management. Regulatory and operational details are sparse in the record provided: the firm is not flagged as a multi‑state adviser, is not identified as an active ESG investor, and the year of SEC registration is not listed. An industry affiliation with an insurance company is noted, which aligns with the firm’s use of insurance vehicles among its investment options.

Assets & Accounts

Investments & Alternatives