Advisor at Sound Financial Investment Management, LLC
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Firm
Sound Financial Investment Management, LLC
Location
Vandalia, OH 45377
Credentials
CFP®, Series 66
Industry experience
20 years
Cory Davenport is a CFP® professional with 20 years of experience, currently serving at Sound Financial Investment Management, LLC since 2012. He also operates Davenport Financial Group, an insurance agency offering various insurance products. Sound Financial Investment Management, LLC provides portfolio management, financial planning, pension consulting, and educational seminars to individuals, high-net-worth clients, and ERISA retirement plan participants. The firm employs both fundamental and technical analysis with a combination of long-term and short-term trading strategies, referring client assets to third-party advisers while conducting due diligence and ongoing performance reviews.
Based on Sound Financial Investment Management, LLC
Based on Sound Financial Investment Management, LLC
Pension consulting services: annual flat fee up to $15,000, collected quarterly in arrears by Third-Party Administrator.
$0 - $4,000,000: 0.4% up to 1.4% (SFIM) + 0.50% up to 1.10% (Matson Money) + 0.25% to 0.75% (AssetMark & SEI) = up to 2.50% max total fee Over $4,000,000+: 0.4% up to 1.0% (SFIM) + 0.50% up to 1.10% (Matson Money) + 0.25% to 0.75% (AssetMark & SEI) = up to 2.10% max total fee
Representatives accept commissions from sale of securities and insurance products; conflicts of interest disclosed.
320 James E. Bohanan Drive
Vandalia, OH 45377
Ohio · Texas
Sound Financial Investment Management, LLC
2012 - Present (14 years)
Davenport Financial Group
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Since 2015, I have helped families in Dayton and Southwest Ohio harmonize their financial resources with their retirement dreams. Before founding Stage Ready Financial Planning, I served as a Financial Planner at a large firm, where I realized that retirees deserved a more personal partnership—one that orchestrates a plan to stay "in step" with their lives. With a background in music education and over a decade of experience in financial planning, I believe a confident retirement begins with understanding. I don’t just manage portfolios; I "handle the math" and teach the strategies behind it so you can make informed, great decisions about your future. My mission is to combine my love for teaching with a passion for financial freedom, ensuring your investments are tuned to support your lifestyle. In addition to my years of experience, I've earned degrees from Wright State University, and the University of Houston, along with an Executive Certificate in Financial Planning from Xavier University. As a CERTIFIED FINANCIAL PLANNER® professional and a member of the XY Planning Network and NAPFA, I am committed to the highest fiduciary standards. My wife Kristen and I live in Oakwood with our dachshund pups, Lily and Henry. When I’m not "at the podium" helping clients, you can find me enjoying music, fitness, the ocean, grilling with friends, and spending time with my family.
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Financial Legacy Builders
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