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.

Our mission is to help you achieve your goals and make a meaningful impact with your wealth. We do this using:

Timeless Principles

Proven ways of living for sound financial health.

A Holistic Approach

Supporting every area of your financial life to bring you confidence and contentment.

Unparalleled Experts

A stellar team devoted to serving your needs and values.

Simplified Fees

A transparent structure for your best interests.

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.

All of us at Sound Stewardship share a calling to put our clients first, delivering wise counsel that paves the way for impact.