A complete list of active advisors currently associated with Souders Financial Advisors, LLC

Warmer can help you find a great advisor at Souders Financial Advisors, LLC or one who fits your needs even better.

Souders Financial Advisors provides wealth management, financial planning, portfolio management, retirement income planning, insurance and education planning, and estate/legacy services to individuals (including high-net-worth clients), trusts, pension and other ERISA plans, and foundations. The firm also offers corporate retirement plan consulting and participant education and makes trust administrative services available through Schwab Administrative Trust Services. The firm’s investment process starts with a financial plan that informs model portfolios and customized asset allocation, emphasizing diversification, quality investments, and income generation alongside goal- and time-horizon-based risk assessment rather than relying on risk tolerance alone. Portfolio implementation combines team-based perspectives with both longer-term and shorter-term trading strategies and is typically executed through accounts held at Charles Schwab. Distinctive features disclosed in the brochure include that Souders is a privately owned, multi-advisor firm managing roughly $1.41 billion and operating under multiple DBAs (Souders Financial Group; Strategic Capital Advisers; Bonaventura Wealth Advisors; ClearPoint Advisors), and that some portfolio managers also serve as licensed insurance agents, registered representatives of a broker-dealer, or solicitors—creating potential conflicts that are disclosed. The firm also recommends unaffiliated private investments in which employees may invest, does not vote client proxies (clients retain proxy-voting responsibility), and generally does not require a minimum account size.

To learn more about the advisors currently working at Souders Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Souders Financial Advisors, LLC's office locations.

Name	Location	Years of experience
Matthew Berning	Cincinnati, OH	11
Ryan Bonaventura	Cincinnati, OH	20
Rodney Flannery	Cincinnati, OH	17
Winfield Geiger	Cincinnati, OH	22
Brian Giesting	Cincinnati, OH	22
Thomas Macey	Cincinnati, OH	18
Brian Schweder	Cincinnati, OH	28
Philip Scott	Cincinnati, OH	34
Paul Solomon	Cincinnati, OH	22
Daniel Souders	Cincinnati, OH	36
Michael Souders	Cincinnati, OH	15
David Treft	Cincinnati, OH	22
Michael Treft	Cincinnati, OH	6
Catherine Zaino	Cincinnati, OH	28

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