A Christian, Fiduciary Financial Firm for Families Who Want It All Under One Roof

You work hard and give faithfully. You deserve a team that takes both seriously — tax, planning, investments, and business advisory under one roof. Built on the conviction that how you handle money matters to God.

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Business Services

Build a business that serves your life, [[not the other way around.|text-color-teal]]

You started your business to create freedom. Somewhere between payroll, cash flow, and quarterly taxes, it started running you. We bring accounting, tax strategy, and CFO-level guidance together so you can stop reacting and start leading. Your business should fund your life, not consume it.

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Whatever you do, work heartily, as working for the Lord, not for men
Colossians 3:23
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For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it?
Luke 14:28
Financial Planning

Clarity for today, [[confidence for tomorrow.|text-color-teal]]

You make good money. You tithe. You save. But if someone asked 'Can you retire at 62?' you'd hesitate. That's not a failure. It's what happens when nobody's connecting your income, your taxes, your giving, and your goals into one coordinated plan. We do that. And you'll actually know the answer.

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Investment Management

Disciplined investing [[aligned with your values.|text-color-teal]]

Markets are noisy. Most investors react to the latest headline and wonder if they should be doing something different. Our approach is evidence-based, tax-efficient, and built with low-cost funds that keep more of your returns working for you. Your portfolio should reflect your convictions, support your financial plan, and let you sleep through a downturn instead of refreshing your phone at 2 a.m.

See our approach
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Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.
Proverbs 13:11
Tax Services

Paying taxes is not voluntary, [[but overpaying is.|text-color-teal]]

Most tax firms file your return and disappear. Sound Tax files yours and keeps showing up — through year-round planning, strategic advisory, and the financial leadership most owners try to handle alone.

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We think about your taxes all year, not just in April.

That's the difference between filing a return and building a strategy. We handle the whole picture.

Tax Preparation

Personal and business returns. Multi-state when life calls for it.

Year-Round Planning

Quarterly meetings on the calendar so April doesn't surprise you.

Real-Time Advisory

A hire, a sale, a restructure — we walk through it before you decide.

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How We Work

A simple process, [[built around your life.|text-color-teal]]

Most people come to us tired of being sold to. We listen, build a plan that fits your life, and stay with you as it changes.

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Setting Sail

You tell us where you are, where you want to go, and what matters most. We listen first, ask honest questions, and start to understand the full picture.
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Charting the Course

We build a strategy around your real life — your family, your business, your tax situation, your giving — connected into one plan you can act on.
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Anchoring Your Finances

Life changes. The plan adjusts with it. Faithful stewardship isn't a one-time event — it's a relationship we build with you, year after year.

Your finances should reflect what you believe, not just what you earn.

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MEET YOUR ADVISOR
As each has received a gift, use it to serve one another, as good stewards of God's varied grace.
1 Peter 4:10

Your advisor, tax planner, and business CFO — [[all the same person.|text-color-teal]]

Matthew 'Matt' Reakus, CFP®, CKA®, CEPA, EA, founded Sound Wealth in 2021 after rebuilding his practice around biblical stewardship. He leads financial planning, tax strategy, and business advisory from one office — so someone who already knows your story is there for every decision.

Read Matt's story
What do CFP®, CKA®, CEPA, and EA mean?
CFP® for financial planning. CKA® for biblical stewardship integration. CEPA for business exit strategy. EA for tax planning, strategy, and IRS representation. Four disciplines most clients need at once — rarely held by one person.
Who is Sound Wealth a good fit for?
Christian families and business owners with complex financial lives — where faith, tax, planning, investments, and business decisions intersect. We're particular about fit, not assets. If we're not the right match, we'll tell you.
What happens on the first call?
A relaxed conversation. You tell us where you are and what's been on your mind. We listen, ask a few honest questions, and tell you whether we can help. No pitch. No obligation.
How are you different from a typical financial advisor?
Most advisors hand you off. Tax goes to your accountant. Investments go to a separate manager. Planning gets fragmented. We coordinate everything under one roof, so nothing falls through the cracks and decisions get made with the full picture in view.
Fee-only fiduciaryChristian-ledAll 50 statesAll under one roof
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insights

Sound Insights [[for faithful stewards.|text-color-teal]]

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Financial Planning
Tax Strategy
Business Planning
Stewardship
Retirement
THE TIDE REPORT

A monthly letter [[worth reading slowly.|text-color-teal]]

Thoughtful, practical, and rooted in stewardship. Delivered once a month!

You don't have to figure this out alone, [[and you shouldn't have to.|text-color-teal]]

Maybe you're a business owner sorting through taxes, cash flow, and planning. Maybe you're a family being intentional with what God has entrusted to you. Either way, we'd like to hear your story. If we can help, we'll tell you. If we can't, we'll tell you that too.

See if you're a fit