Your Trust is Our Most Important Focus

We Pride Ourselves For Delivering On Our Promises

Successful financial advising depends on trust. And we know trust is something earned, not simply given. Your trust is something we cherish and take very seriously. Our vision is to give you all sorts of reason to trust us. Here are a few:

• We’re Independent on Purpose. We want to serve you and your goals, not the bottom line of some far-away investment firm. We do not depend on any individual product vendor for our income, our benefits or anything else related to how we do business. When we recommend an investment strategy, it’s because we think that strategy is the right for your financial situation and your financial goals.
• We’re Transparent. Our fees are straightforward—nothing tricky or hidden about them. We earn when you earn, so naturally we are very interested in your investments doing very well. And anything not explicitly explained by a negotiated contract we’ll explain out of principal.
• We Listen. A lot. We really want to know what matters to you, because there are a lot of ways to invest, and our long conversations help understand your specific priorities. We want to know your greatest concerns and what you feel are the greatest threats to your long-term success. Frankly, we want to make sure we’re a good financial counselor fit for you and that you’re a good fit for us. Listening is one of our investments in you—and it’s one distinctive that sets the Sound Money Group apart from other firms.
• We Deliver. The Sound Money Group prides itself on delivering on our promises. Meeting and exceeding your expectations is woven into the fabric of our firm. Planning strategies that work toward your goals and then faithfully executing those strategies through LPL Financial’s investment advisory services are all part of earning and retaining your trust. That’s why our hope is that you would return that trust by referring us to your children, your parents, or your friends and colleagues.