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Sound Financial Management is a Northwest firm that believes in proactive personal wealth management. We are fully invested in each client’s success. Since 1983, our personalized service, innovative solutions, and thought leadership have given our clients the confidence they need to pursue their financial and life goals.

We guide our clients through our own comprehensive planning process we call SoundNavigation™, where we work to help Plan, Optimize, Invest, and Protect their personal wealth.

Guiding Principles:

Independence

We are an independent firm and are free to work for our clients without proprietary products.

Stewardship

We strive to always act with full integrity to the faith and confidence entrusted in us by our clients.

Service

We are proactive and responsive to the needs of our clients, providing exceptional service in a caring and respectful manner.

Excellence

We hold ourselves to the highest standards of integrity, competency, and professionalism.