Matthew Reakus, CFP®, CKA®, CEPA, EA
Christian, fee-only CFP® and EA for business owners and families. Marlton, NJ
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Serving clients by video where registered or exempt
Christian, fee-only CFP® and EA for business owners and families. Marlton, NJ
Areas of Focus
- Biblical Finance
- Business Owners
- Business Transitions
- Exit Planning
- Faith-Based Investing
- Financial Planning
- Giving
- Investment Management
- Retirement Income Planning
- Retirement Planning
- Tax-Efficient Planning
About Matthew Reakus, CFP®, CKA®, CEPA, EA
Hi, I'm Matt Reakus, the founder of Sound Wealth in Marlton, New Jersey. I'm a Christian, husband to an amazing wife and father of four, and I focus on business owners, families with a lot of moving parts, and people getting close to retirement.I started Sound Wealth in 2021 after rebuilding my practice around biblical stewardship. We handle financial planning and investment management at Sound Wealth, and tax preparation and year-round tax planning through our affiliated firm, Sound Tax, so the person who knows your plan is also looking at your tax return.
I hold the CFP®, CKA®, CEPA and EA designations, which cover comprehensive financial planning, biblical stewardship and business exit planning at Sound Wealth. As an Enrolled Agent, I handle tax preparation and IRS representation through Sound Tax. I earned my Bachelor of Science at Stockton University, and I also teach biblical financial courses.
Most meetings happen by video, and you're always welcome at our Marlton office. Outside the office you'll find me coaching my kids' sports and spending time with my family.
Professional Designations
- Certified Exit Planning Advisor (CEPA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Kingdom Advisor (CKA)
- Enrolled Agent (EA)
Affiliations
-
Kingdom Advisors
- XY Planning Network
Primary Location
10000 Lincoln Drive E, Ste 201, Marlton, NJ 08053
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a discovery call. A discovery call is a free, 30-minute conversation with me. I'll listen to where you are and what you're trying to figure out, ask honest questions, and let you know whether Sound Wealth is the right fit for you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Sound Wealth
Sound Wealth is a Christian-led, fee-only fiduciary financial advisory firm founded by Matt Reakus in 2021. Our office is in Marlton, New Jersey, and we work with clients in South Jersey in person and, where we're registered or exempt, by video across the country.Our Mission
Our calling is simple: help people steward what God has entrusted to them, wisely and faithfully. Wealth is a tool for living out your purpose, and we keep your planning, investments and taxes working together so decisions get made with the full picture in view.
Our Services
Sound Wealth LLC provides comprehensive financial planning (project-based or ongoing), investment management, and retirement plan consulting for employers. Values-based screening, including biblically responsible investing, is available on request. Screening can limit diversification, so a screened portfolio may be more volatile and perform differently than an unscreened one.
Tax preparation, year-round tax planning, bookkeeping and outsourced CFO services for business owners are provided separately by our affiliated firm, Sound Tax LLC, led by Matt as an Enrolled Agent.
Fees
Investment management is a blended, tiered fee from 1.50% on the first $500,000 down to 0.60% above $5 million, and is negotiable. Ongoing planning is a fixed monthly fee of up to $4,000, typically about $600 a month, plus a one-time initial fee of up to $3,000 that may be reduced or waived. At our discretion, planning fees may be reduced for clients with $1 million or more under our management. Project-based planning is a fixed fee of up to $20,000 or $350 per hour. Retirement plan consulting is tiered from 1.00% down to 0.50% of plan assets under management and is negotiable. No account minimum. Sound Tax fees are separate. Full details are in our Form ADV Part 2A.
Who We Serve
We focus on Christian families and business owners whose faith, taxes, planning, investments and business decisions all intersect, and on people getting close to retirement. You don't have to share our faith to work with us, and we're glad to work with families of many backgrounds.
Important Disclosures
Sound Wealth LLC is a state-registered investment adviser. Advisory services are offered only where Sound Wealth LLC is registered or exempt from registration. Registration does not imply a certain level of skill or training. Tax services are provided by Sound Tax LLC, an affiliate under common ownership that does not provide investment advice. Because the same owner benefits when clients use both firms, a conflict of interest exists, and you're never obligated to use either. See Form ADV Part 2A at adviserinfo.sec.gov (firm CRD 329237).
Education
Stockton University (The Richard Stockton College of New Jersey), Bachelor of Science (B.S.), 2013
Hobbies and Interests
- Church
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Pre-Retirees
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