You work hard and give faithfully. You deserve a financial team that takes both seriously. Tax strategy, financial planning, investments, and business advisory. One team. One plan. In Marlton, NJ and serving families nationwide. Built on the conviction that how you handle money matters to God.
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.
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.
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.
Paying taxes is not voluntary, [[but overpaying is.|text-color-teal]]
Nobody wakes up excited about tax season. Sound Tax handles preparation, planning, and year-round strategy so you stop guessing what you owe and start making decisions with real numbers. And because your tax team and financial planner are under the same roof, nothing falls through the cracks.
Tax Services Include (via Sound Tax LLC):
Individual Tax Preparation. Accurate preparation and filing. No surprises at signing.
Comprehensive Annual Tax Planning. Year-round strategy so you know what you owe before December, not after.
Outsourced CFO Model. Bookkeeping, tax strategy, and CFO-level guidance for business owners who want one team running the financial side.
Simple process. [[No jargon. No pressure.|text-color-teal]]
Working with a financial advisor doesn't have to mean confusing jargon, stacks of paperwork, or feeling like you're being sold something. As a registered investment advisor, we're legally held to a fiduciary standard. Your interests come first, always. Our process is simple, personal, and anchored in biblical stewardship.
Whether you share our faith or simply share our values (integrity, discipline, and doing the right thing even when no one's watching), you'll find a team that takes your goals as seriously as you do.
We Listen First
We Build Your Plan
We Stay With You
Your finances should reflect what you believe, not just what you earn.
Sound Insights [[for faithful stewards.|text-color-teal]]
You don't have to figure this out alone, [[and you shouldn't have to.|text-color-teal]]
Maybe you're a business owner trying to get your taxes, cash flow, and plan on the same page. Maybe you're a family that wants to be more intentional with what God has entrusted to you. Either way, we'd love to hear your story. No pitch. No commitment. Just a conversation
Sound Wealth is based in Marlton, New Jersey, and works with families and business owners across the country.