Who We Are
Unparalleled Expertise. Purposeful Financial Planning.
We are an independent financial planning firm, founded in 2004, that serves families from coast to coast.
This Is What Makes Us Different
Faith, Not Fear.
Much of the financial industry runs on the fear of not having enough (spoiler: it’s never enough). We believe God provides what we need, and we help you live a generous, intentional life through good stewardship of what you’ve been given. Read more about our Sound Stewardship principles.
We live this belief out in our business structure as well. As fee-only fiduciaries registered with the National Association of Personal Financial Advisors (NAPFA), we aggressively avoid conflicts of interest to retain our impartiality. The only compensation we receive comes directly from clients (never investment companies or referrals).
One fee. Whole team.
We’re a flat-fee, team-based firm. Our pay structure is transparent, and, as mentioned above, we don’t earn commissions from your financial decisions. Each of our clients is surrounded by an expert team and your primary advisor will always be a CERTIFIED FINANCIAL PLANNER™ professional. You get all the help you can stand for one simplified fee. Read more about our simplified fee structure.
We help with anything and everything related to your finances. Together, we craft an in-depth, comprehensive strategy for your finances to guide holistic, healthy choices for your future. This is an ongoing, evolving partnership, not a set-it-and-forget-it, one-size-fits-all plan. Our Proven Process includes quarterly checkpoints and annual in-depth strategy updates, so we can measure progress and keep your goals on track. Here’s our proven process.
Our Core Values
This is what each of our team members strives to be every day:
- Devoted: Committed & called to serve our clients.
- Principled: Rooted with integrity in timeless truths.
- Exceptional: Passionate about unsurpassing skill in our work.
- Understanding: Dedicated to insightful listening & genuine empathy.
- Generous: Ready and eager to abundantly help others.
We believe careful planning with sound advice leads to knowing you are on the right path. Explore the Sound Stewardship approach to financial planning.
Matt Syverson always felt called to serve others. Learn how he built Sound Stewardship, and why we’re resolved in our commitment to a Fee-Only approach.