SOUDERS FINANCIAL ADVISORS, LLC
Cincinnati, Ohio
Souders Financial Advisors, LLC is a prominent local investment advisory firm based out of Cincinnati, OH. With 19 dedicated employees, 13 of whom provide specialized investment advisory services, Souders Financial Advisors brings a wealth of expertise to their clients. Their team of experienced advisors includes industry veterans such as Brian Schweder, Brian Giesting, and David Treft, who have been with the firm for a considerable length of time.
With over 950 individual clients and an impressive $697,062,000 in assets under management, Souders Financial Advisors has established itself as a trusted partner in managing wealth. T...
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Assets Under Mgmt
$697.06M
Investment Professionals
13
Locations
6
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Articles
Articles
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