No. We work with business owners, families, and individuals of many backgrounds. If you want biblical stewardship integrated into your plan, we’re built for that. If you don’t, we’ll still help you build a values-based strategy rooted in wisdom, clarity, and practical planning.

Most of our clients are business owners who want personal and business planning aligned; families who want a coordinated plan (not disconnected advice); and people nearing retirement who want confidence around taxes, income, and next steps.

Sound Wealth focuses on financial planning and investment management. Sound Tax provides tax planning and tax preparation, with options ranging from single-year filing to proactive year-round planning.

No. Some clients work with just one. Many choose both because it creates a more coordinated experience, with planning and taxes working together.

We'll learn your story, what you want help with, and what you've tried so far. Then we'll outline the next best step — whether that's planning, investments, taxes, business support, or a combination. It's a discovery call, not a sales pitch.

We start by listening — you share where you are, where you want to go, and what matters most. Then we build a plan around your real life: family, business, taxes, goals. Once it's in place, we help you implement it and stay with you as things change. You won't be left alone to figure it out.

Your plan covers the things that actually keep people up at night: cash flow, retirement readiness, tax-smart decisions, insurance and risk, investment alignment, estate and legacy coordination, and giving strategy. Everything connects in one plan — not five disconnected conversations with five different people.

If it's a fit, we provide ongoing investment management built to support your financial plan. Portfolios are evidence-based, tax-efficient, and built with low-cost funds that keep more of your returns working for you. Your investments aren't managed in isolation — they're connected to your tax strategy, your cash flow, and your long-term goals.

Yes — if you want it. We offer biblically responsible investing (BRI) options that screen companies based on faith-aligned criteria. But it's never forced. Some clients want every dollar aligned with their convictions. Others prefer a traditional evidence-based approach. Either way, the portfolio is built around your goals, your risk tolerance, and your values — whatever those look like.

Matt holds the CFP® (Certified Financial Planner), CKA® (Certified Kingdom Advisor), CEPA (Certified Exit Planning Advisor), and is an Enrolled Agent (EA) licensed to represent clients before the IRS. That combination means he can build your financial plan, manage your investments, coordinate your tax strategy, and help you plan a business exit — all under one roof. The CKA® specifically is the recognized standard for financial professionals who integrate biblical stewardship into their practice.

Yes. Business owners usually need more than investment management — they need tax strategy, cash flow clarity, bookkeeping oversight, and decision guidance that connects business priorities to personal goals. That's where our outsourced CFO model and Sound Tax come in. One team seeing the whole picture instead of three advisors who never talk to each other.

Financial planning is offered as a flat fee or as part of an ongoing advisory relationship. Investment management fees are based on a percentage of assets under management, with a clear fee schedule we walk through before you commit to anything. No hidden fees, no commissions, no products to sell. We'll explain exactly what you'd pay during the discovery call.

Sound Tax pricing varies by scope, but current starting points include individual tax returns starting at $750; business returns starting at $2,000; and comprehensive annual tax planning with a monthly retainer starting at $1,000. Pricing is confirmed after understanding complexity.

Yes. We're headquartered in Marlton, New Jersey, but we work with families and business owners across the country. Most of our meetings happen over video, and our process works just as well virtually as it does in person. We're registered as an investment advisor in New Jersey, Pennsylvania, Illinois, and Texas, and serve clients nationwide for financial planning and tax services.