"To enrich the world through better financial decisions."
Our Mission
"To be a trusted partner for our clients by always placing their best interests first."
Our Values
We are independent We think for the long term We do the right thing We work together to achieve common goals We strive for excellence
Our Firm
Sound Financial Solutions LLC is a Registered Investment Adviser (RIA) in the State of Florida. The firm was formed in May 2013, and the principal owners are Robert Clark Jr., and Luke A. Ottinger. We provide investment advisory services to individuals, households and small businesses concerning various types of securities, retirement plans, investment accounts, etc. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care - A Fiduciary Standard. As a fiduciary we always put our clients' interests first and must fully disclose any potential conflict of interest.
Contact Us
Contact us now to schedule your Free, No Obligation Investment Consultation.
