To empower financial institutions with the clarity, structure, and confidence they need to thrive in a complex regulatory and financial landscape.
Our Mission
Our Vision
To be the trusted partner financial institutions turn to for guidance, precision, and peace of mind—today and into the future.
Who We Are
SoundPoint Advisory Group is a consulting firm built on one simple principle: make the complex clear. We partner with small and mid-sized financial institutions to provide trusted expertise in two critical areas - Compliance & Operational Risk and Fractional Accounting & Controller Services.
With decades of executive leadership in banking, compliance, and finance, our advisors know the pressures facing CEOs, CFOs, and boards of directors. We bring the insight and precision of a full-time executive team - delivered in a flexible, fractional model tailored to your institution’s needs.
Integrity | Insight | Precision | Partnership | Resilience
Our Values
Why
SoundPoint?
Our name reflects both our heritage and our promise. Rooted in Long Island, near the waters of the Sound, we bring a steady point of clarity in an industry often clouded by complexity. Like a horizon line, SoundPoint represents forward vision, balance, and direction—qualities we deliver to every client relationship.
Your Partner in Clarity
At SoundPoint Advisory Group, we don’t just advise—we partner. Whether you need compliance expertise, financial oversight, or both, we’re here to give your institution the clarity and confidence to move forward.
Our Location
Headquartered on Long Island, New York, SoundPoint Advisory Group proudly serves financial institutions across the region and beyond. Our roots keep us connected to the community, while our expertise extends nationally, delivering trusted compliance and financial guidance wherever our clients do business.
Location
Long Island, NY
Hours
Mon-Fri 9am-5pm
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