Most financial plans are built around a spreadsheet. Yours should be built around your life — your family, your calling, your values, and what God has entrusted to you. That's what we do at Sound Wealth. Led by Matt Reakus, a CERTIFIED FINANCIAL PLANNER® professional and Certified Kingdom Advisor®, our team connects every piece of your financial life. Based in Marlton, New Jersey, we work with clients nationwide by video, phone, and secure online tools.
You Don't Have a Money Problem. You Have a Clarity Problem.
Most people don't need more financial products. They need someone to sit down with them, listen to the whole picture — business, family, taxes, retirement, giving — and help it all make sense together.
That's what financial planning at Sound Wealth looks like. Not a 90-page document you file away. A living strategy you actually use.
What Makes Our Planning Different
Most advisors manage your investments and call it a plan. We coordinate your family, your business, your taxes, and your giving into one strategy that actually holds together.
Everything in One Room
Investments, taxes, cash flow, insurance, business planning, estate — we coordinate all of it. No more getting conflicting advice from four different people who don't talk to each other.
Built on Stewardship
We don't slap a Bible verse on a boilerplate plan. If stewardship matters to you — tithing, generosity, values-aligned investing — it's built into the foundation of your plan from day one.
Built for Complexity
Business owner? Self-employed? Family with real estate, equity comp, or multiple income streams? That's our wheelhouse. We like the messy stuff.
You Get a Guide, Not a Homework Assignment
We don't hand you a 60-page plan and wish you luck. We help you implement it — step by step, season by season — until it's done and working.
How We Build Your Plan
Clear steps. No surprises. Here's exactly what working with us looks like.
1. Discover
Before we touch a number, we ask questions. What keeps you up at night? What does "enough" look like for you? What's God been putting on your heart about money?
This isn't a sales call. It's a real conversation.
2. Define
Together, we sort your goals into clear priorities: retirement timeline, business transition, family needs, giving commitments, tax concerns, and lifestyle targets.
This step turns a pile of "somedays" into a real direction.
3. Design
This is where your plan takes shape. Cash flow strategy. Retirement roadmap. Investment approach. Tax plan. Risk coverage. Estate considerations. Business planning.
Every piece is shaped by your goals, not pulled from a template.
4. Implement
We help you execute — adjusting accounts, realigning investments, organizing cash flow, coordinating with attorneys or CPAs when needed.
You don't figure it out alone.
5. Grow
Life changes. Your plan should too. We meet regularly to review where you are, catch what's shifted, and make sure your finances stay ahead of your life, not behind it.
Sound Wealth Might Be the Right Fit If…
- You own a business and want your personal finances and business strategy handled together
- You want a Christian financial advisor who takes stewardship seriously — not just as a buzzword
- You're tired of doing everything yourself and ready for someone who will actually stay engaged
- You want tax planning baked into your investment and retirement strategy — not an afterthought
- You'd rather work with someone who knows your name than a call center that knows your account number
We're not the right fit for everyone — and we're okay with that. But if this sounds like you, let's find out.
Ready to See What a Real Plan Looks Like?
You don't need to have your finances perfectly organized to start. Most people don't. You just need to be ready for an honest conversation about where you are and where you want to go. We'll take it from there.