Our Team
The Sound Financial Advisors team has over a century of combined financial management experience. We can provide you with the freedom to pursue what interests you most. Does your current plan offer that comfort and confidence? Let us recommend one that can...
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Are You Hearing impaired?
Having personally dealt with hearing loss, I understand its challenges and frustrations. Communication via written word can be less stressful and more meaningful. I'll work with you via mail or email.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 05, 2023
Prevent Phishing Attacks
Phishing scams continue to become more common and sophisticated. Here is a checklist of things to do to recognize and avoid these scams so you can protect both your identity and your assets.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.