Gregory Goff, CFP®, CIMA® Sound Wealth Management

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About Gregory Goff, CFP®, CIMA®, ChFC®, CLU®

Sound Wealth Management started out of a desire to make a better, more seamless financial planning experience. Greg launched Sound Wealth Management as a boutique, fee-only fiduciary firm anchored in uncompromising client service and attention to goal-driven details. Inspired by a passion for entrepreneurship, Greg’s desire was to stand out from the industry giants. He refuses to be marked as just another financial advisor and continues to focus his company on people, not profits.

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Ideal Clients

  • Entrepreneurs
  • Family Business
  • Gen Y/Millennials
  • Inherited Wealth

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Assets Under Management: 0.60%

SEC Records

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