Meet the Team Behind the Philosophy

Why We Exist

Most financial advice starts with selling products or pitching portfolios. We started Sound Financial Group to offer something radically different: a place where high-earning professionals can receive coaching, not sales pressure—and make confident decisions about their money for life.

Our Story

We launched Sound Financial Group after years inside the traditional financial industry. What we saw was broken:

Advisors trained as salespeople, not teachers

“Needs-based” analysis pushing people to the minimum

Clients sold what was easy—not what was right

So we built the opposite. From day one, we made a commitment:

What Makes Us Different

We don’t sell. We teach.

We lead with a free Philosophy and Alignment Conversation—not a pitch—because we know the best way to serve someone is to help them think clearly first. No spreadsheets. No stress. Just space to think.

We care more about our people than our pipeline.

Our advisors won’t chase you after a meeting. If you’re not ready, we’ll add you to our emails and let you return when the time is right. We don’t need every client—we are looking for people who are looking for us.

We help you ask better questions.

You can ask Artificial Intelligence how to allocate a 401(k). But what if you’re asking the wrong questions entirely? We specialize in guiding clients through the questions they haven’t yet thought to ask—because that’s where real transformation begins.

We serve high earners – not the mass market.

Most online financial advice is written for the average earner. We’re not. Our tools, coaching, and strategies are tailored to high-income professionals who want to build real wealth and a good life for their family.

Meet the People Behind the Process

Cory Shepherd – President

Cory leads client strategy and training across the firm. With a calm presence and a coach’s mindset, he helps clients move beyond surface-level advice and think more deeply about the life they want to build—and how money can support that mission.

Paul Adams – Founder & CEO

Paul brings more than two decades of financial experience and a track record of challenging industry norms. Known for his blunt honesty, practical coaching style, and deep knowledge of financial mechanics, Paul leads the firm’s vision and development of tools that help clients take control of their financial lives.

Trusted by High-Earning Professionals Nationwide

From tech executives and business owners to attorneys and consultants, our clients share one thing in common: they want more than just a portfolio—they want a philosophy. And they want a guide who will walk with them through every stage of life. We’re honored to be that partner.

Ready to meet your guide?

Schedule Your Philosophy Conversation