Our Firm

Sound Mind Financial LLC is based in Sherrill, NY. Our team of professionals work diligently to help you obtain financial growth and security.

Sound Mind Financial LLC office

Our Business Philosophy

It is our mission to see our clients achieve their retirement goals. We measure our decisions by five guiding values: Independence, Competence, Service, Trust and Legacy.


We believe in being independent advisers, free from product-pushing company quotas, but having true freedom to select insurance plans and investment programs that meet our client's needs.

We own our business and are not employees of a bigger firm.​


All of our staff becomes appropriately licensed in their area of discipline and stays committed to continuing their education.

We provide services in our areas of competence and will refer to and work with other professional advisers whenever needed.​


We desire to glorify God in all we do, recognizing all of our abilities come from Him. Therefore, we are to use them wisely for serving others.


We understand the value of a trusting relationship, yet we never take that for granted, but strive to merit that trust through our commitment to excellence.


It is our privilege to help our client's develop legacy plans and to assist their loved ones through times of transition.

We have made provisions for business continuity in the event of a partner's death or disability so that clients can count on continued guidance consistent with our philosophies.


Contact Us to Learn More