SOUND FINANCIAL SOLUTIONS, INC.

Overview

Sound Financial Solutions, Inc. operates as a small, independent registered investment adviser focused on individual and family clients. The firm’s core offering is financial planning, delivered under an hourly and fixed-fee model rather than asset-based billing. Ownership is held by an individual principal, and the adviser does not position itself as a capital allocator or pension consultant. The firm reports an affiliation with accounting professionals, which suggests coordination with tax and accounting advisors as part of its planning work. The source indicates the firm is not an active ESG investor and is not registered to operate across multiple states.

Assets & Accounts

Location & Offices