# Sound Financial Strategies Group

Sound Financial Strategies Group is a Bank / Wealth / Trust based in Madison, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Madison, United States
- **Region:** North America
- **Address:** Flowood, Mississippi, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** soundfsg.com
- **LinkedIn:** https://www.linkedin.com/company/sound-financial-strategies-group

## Regulatory record

- **CRD number:** 286261
- **SEC file number:** 801-108894
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286261

## About

Sound Financial Strategies Group was founded in 1993 and is headquartered in Flowood, Mississippi, a suburb of Jackson. The firm operates as a registered investment adviser, providing portfolio management, financial planning, retirement planning, and insurance advisory services. Its client base spans individuals, small business owners, trusts, estates, and charitable organizations — a mix consistent with a regional wealth-management practice that has built its book over three decades through local relationships rather than national marketing. The firm has not disclosed AUM or total client assets publicly. Geographic focus appears concentrated in Mississippi and the surrounding Gulf South corridor, though the firm has not publicly detailed specific portfolio holdings, fund commitments, or co-investment activity. Team size and principal names are not publicly disclosed. The firm maintains no known additional offices beyond its Flowood location, and no adjacent philanthropic foundations, real-asset arms, or club memberships are publicly associated with it. Its website domain, soundfsg.com, reflects a modest digital footprint consistent with a practice that relies on referrals and long-standing community ties. No significant operational events — leadership transitions, acquisitions, or strategy shifts — have been publicly reported in the last 24 months. The firm's structural distinction lies in its independence and longevity.

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- [Sorrento Pacific Financial](https://altss.com/profile/sorrento-pacific-financial)
- [Sound Investments](https://altss.com/profile/sound-investments)

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Last updated: 2026-08-11T02:43:31.692Z

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