For more than 10 years, we've been helping our clients feel empowered and more in control of their personal finances.
We hope you're next.
We're a fee-only advisory firm and a fiduciary. This means we don't accept any sales commissions, quotas, trails, or referral fees. We make money when you hire us. As a fiduciary, we're both legally bound and personally committed to placing your interests over ours, every time. And we always will.
Customized Long-term Portfolios
We don't pick stocks and cross our fingers. We custom design a diversified portfolio of low cost investments and high performance potential that meets your needs depending on your risk profile, personal values, and stage of life.
In-depth Financial Planning
The best financial plans move and adapt to your life. We value education and work to make sure our clients understand all aspects of their money in a nuanced, nimble way. We address taxes, insurance questions, retirement, and so much more.
Talk to us anytime and rest easy
knowing you have us in your corner.
Misty Lynch, CFP® is the Owner and CEO of Sound View Financial Advisors, LLC. She is passionate in her commitment to help her clients handle their finances and lives with confidence. A fee-only fiduciary and independent financial advisor, Misty does not receive commission and is legally required by her certifications to provide unbiased and reputable financial advice.
Misty hosts the unscripted reality show HEARTBROKE and the Demystifying Money podcast. She is also the author of DEMYSTIFYING MONEY and a personal finance expert and resource for media outlets including The New York Times, Cosmopolitan, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. Investopedia named her one of the Top 100 Financial Advisors in 2021 and US News and World Report called her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice."
When she isn't working you can find her reading mysteries, skiing the East Coast or coaching her kids basketball and field hockey teams. Misty lives with her husband and children in Walpole, MA.
Visit Misty's personal website at www.MistyLynch.com.
Gina Szigety, CFP® joined Sound View Financial Advisors in 2014. She was previously a Financial and Estate Planning Consultant with Wells Fargo Family Wealth (formerly Calibre Advisory Services).
Gina graduated with honors from Tufts University and holds a Master's Degree from Harvard's Graduate School of Education. She worked in Planned Giving at Harvard University and enjoyed helping donors establish life income gifts. With a desire to help families maximize their overall financial well-being, she made a career shift to financial planning in 2007 and joined Calibre. Gina completed a Certificate in Financial Planning from Boston University and became a Certified Financial Planner® in 2011. She enjoys working as a fee-only advisor at Sound View because she has the opportunity to offer objective planning advice to a wide range of clients.
Gina lives in Westwood with her husband and two sons.
Charles Freeman, CFA, EA conducts investment research for Sound View Financial Advisors. Charles’ expertise not only brings a high level of knowledge and perspective to portfolios but also allows for custom solutions for clients.
Charles obtained his bachelor’s degree in business administration from University of North Carolina at Chapel Hill, while being a student athlete on the fencing team.
Charles began his investment career in 1998 while in New York City. Originally from Kernersville, NC, Charles found his way to NYC on a fencing scholarship to the New York Athletic Club.
In New York, a fellow fencer introduced Charles to a small investment stock trading firm. At this job, Charles knew immediately that he had a passion for investing. Since then, Charles has worked at several other investment companies along the East Coast before starting his own in 2017. When is away from his monitors, he enjoys playing tennis, chess, guitar and snowboarding.
About Sound View
Sound View Financial Advisors, LLC was founded in 2010 by Susan Brown, CFP® to provide financial services to families and individuals who have a serious desire to take charge of their financial lives. We believe that the only way to truly serve your interests is to avoid all sales commissions, quotas, trails and referral fees. While many of our clients come from Walpole and nearby towns we are happy to work with clients virtually from anywhere in the US. Misty Lynch, CFP® has taken on the role of owner and CEO since Susan's retirement in 2022.