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Steven M

Series 65

Cincinnati, OH

Outpost Advisors, LLC

Steven Manuel is a Series 65-licensed advisor with Outpost Advisors, LLC in Cincinnati, OH, where he has worked since 2018. He has six years of industry experience and is also the creative director and owner of Viva Bella Events, a corporate event planning business he has been involved with since 2009. Prior to his advisory role, he was associated with Crossroads Community Church for 12 years. Outpost Advisors serves individual clients and employer-sponsored retirement plans, offering a range of financial planning packages and discretionary portfolio management. The firm emphasizes passive, asset-allocation-based investment strategies complemented by fundamental analysis and model portfolios, alongside a planning process that includes educational seminars and a proprietary “Purpose Process.”

General estate planning guidance Cash flow / budgeting Debt management Retirement income strategy Founder/Business Owner Retired Mid-Career Professionals
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