Overland Park financial planning firm changes name, office
Formerly Syverson & Company, Sound Stewardship Unveils New Name, New Look and New Office!
OVERLAND PARK, KS, December 5, 2012: The name is new, the “look” is new, even the office space is new. But clients of Syverson and Company, LLC—recently renamed Sound Stewardship, LLC—can still expect financial planning and wealth management services that go “beyond the numbers” and offer transparent, objective planning through one Simplified Fee.
“The new name, ‘Sound Stewardship,’ better reflects who we are as advisors, and highlights what’s important to our clients,” explains Matt Syverson, CFP®, CAP®, founder and financial advisor at the firm. “Our clients are generous, grateful people who use sound stewardship principles to achieve financial freedom and make an impact on their family and community.”
Aligning wealth management with goals and values!
In keeping with the emphasis on financial planning “beyond the numbers,” Sound Stewardship helps individuals manage their wealth in alignment with their goals and values and use their resources to create a positive impact. Clients accept seven stewardship principles for achieving financial freedom and contentment and are guided through the creation of two personal documents integral to the planning process: Your Life Purpose StatementTM and Your Stewardship PhilosophyTM.
Sound Stewardship clients also benefit from a unique fee structure. Unlike most financial planning and wealth management firms who receive commissions for product sales or charge a percentage fee based on assets under management, the Simplified Fee Structure, developed by Sound Stewardship, assesses a flat fee based on the client’s net worth for unlimited time and advice across all areas of financial planning and wealth management. Clients know the service’s cost from the beginning, and their fees aren’t influenced by commissions or third-party incentives.
“It’s one fee, plain and simple, for our unbiased advice,” says Syverson.
Brand “makeover” highlights the firm’s difference!
The renaming process is part of a recently completed brand “makeover” to highlight the company’s difference and introduce people to the value of a financial planning process that builds freedom beyond their finances and helps make an impact with their wealth. The new website, www.soundstewardship.com, and company brochure include key tools designed to guide decisions and actions. It’s all part of Sound Stewardship’s focus on moving past just a written plan for financial freedom and instead providing a comprehensive and integrated service for purposeful living—that is, truly living by your values.
New office location as of December 1 As of December 1, Sound Stewardship relocated into new offices, next door to its current location. The address is new (see below), but all contact numbers stay the same: 7300 College Blvd. Suite 175 Overland Park, KS 66210 913-317-6000
Sound Stewardship, LLC, (formerly Syverson & Company, LLC) is a Kansas-based Registered Investment Advisor, offering comprehensive Financial Planning and Wealth Management Services. Sound Stewardship builds and manages customized portfolios, without commissions or third-party incentives. Founded in 2004 by Matt Syverson, the firm offers a holistic model and makes the financial planning process transparent and objective for clients. The Sound Stewardship team includes knowledgeable and skilled staff and advisors committed to the idea of financial planning and wealth management aligned with your values. For more information, please contact: 913-317-6000 or TOLL FREE 888-793-3337 Email: email@example.com www.soundstewardship.com
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