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.”

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for more than a decade. Mark can also often be found podcasting and writing for the 501c3 he founded in 2018, Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys golf (playing and coaching his kids' school program), skiing, trail running, hunting, climbing or riding bikes with his family.