Strategic Investment Management for the Modern Investor

Maximize your investment portfolio’s potential with data-driven strategies designed for savvy investors, goal-oriented entrepreneurs, and growth-minded families in Mississippi and beyond.

Schedule an Appointment

What do you want to accomplish?

We always begin with that question. Your answer informs how we apply our investing framework to develop your financial plan.

Navigating the Markets for Your Growth

Our team specializes in crafting bespoke investment strategies that align with your complex financial goals. Whether you're navigating market volatility or seeking high-impact growth opportunities, our advisors provide the expertise and insight necessary to optimize your investment portfolio. Reach out and start a conversation today.

Our Investment Management Approach

Successful investing requires more than just market knowledge—it demands precision, discipline, and a deep understanding of risk. Our rules-based approach to investment management is built on rigorous analysis and years of market experience, helping you avoid unnecessary losses and capitalize on opportunities that align with your financial objectives.

A Rules-Based Approach

Our tested and tried rules-based approach to investing consistently earns steady, long-term profit and avoid large losses for our clients. 

Avoid Large Losses

We seek to avoid investment losses that ruin your chances of reaching your financial goals.

Invest In Winners

We look for profitable companies doing good work with a rising stock price, that doesn’t earn revenue in ways that harm people or the environment.

Manage Your Emotions

We use data to determine when to buy or sell, not emotions which are always unplanned.

Test Everything

All of our investment models are tested over many years of data. Testing doesn’t guarantee the future, but it does give us confidence in our models’ potential risks and outcomes.

Fit the Risk

Your investment strategy should fit you! Only when you feel good about your strategy will you stick with it in the good times and bad. 

Ready for an active approach to investing?

Schedule an Appointment

3 Steps to Confidently Move Toward Financial Freedom

1.

Tell us what you want
to accomplish.

We will meet in our offices or over Zoom. The goal? Listen first to understand what's important to you so we can develop a plan tailored to your unique objectives.

2.

Get your personal
financial plan.

Whether you decide to work with us or not, you will leave our initial meeting with a personalized financial plan to help you achieve your goals.

3.

Follow your plan to financial freedom.

Our experienced team is here to help you each step of the way. We regularly check-in and are always a phone call away when you have questions or concerns.

"I trust Sound with investing our savings more than I trust myself.

I know results will not always be what I wish they would be, but I truly believe that over the long haul, they will be better than they would have been if I was doing them." 
- Rusty B.

The above testimonial is for informational purposes only and is not representative of each client’s experience, which may differ. The above testimonial was made by a current client of Sound Financial. The client was not compensated in any way for their testimonial.

Money By the Book

The 5 Biblical Money Principles that Work in Our Modern Economy

Download our free e-book and learn how to develop a financial plan that's God-honoring and leads to financial freedom.

We trust Chris at Sound Financial Solutions with our finances, period.

My wife and I rarely talk about how our money is being managed. Chris is that trustworthy.
-D. Robert

The above testimonial is for informational purposes only and is not representative of each client’s experience, which may differ. The above testimonial was made by a current client of Sound Financial. The client was not compensated in any way for their testimonial.

 

Money-By-The-Book-Chris-McAlpin