Business Details
34 Years
experience
Your Trusted Financial Partner in Cincinnati
At Souders Financial Group, our mission is to deliver independent thinking, comprehensive advice, and exceptional service to individuals and businesses. Since 1992, we have specialized in investment management, financial planning, and retirement solutions, leveraging over 75 years of combined industry experience. Our fiduciary approach ensures that every recommendation prioritizes client needs, with tailored portfolios designed to align with specific objectives and risk tolerances. We emphasize ongoing portfolio monitoring, performance reviews, and adaptive financial planning to address evolving life stages.Our team of seasoned advisors adheres to rigorous standards of expertise and transparency, offering strategic guidance in wealth accumulation, retirement income planning, estate strategies, and risk management. We distinguish ourselves through a commitment to education, fiduciary excellence, and personalized service that empowers clients to achieve long-term financial security.
Services
Investment Management
Financial Planning
Insurance Planning
Corporate Retirement Plans
Wealth Accumulation
Retirement Needs Analysis
Estate Planning
Risk Management
Portfolio Management
Tax Strategies
Details
- Year established: 1992
Highlights and features
- We offer over 75 years of combined industry experience.
- Our team adheres to a fiduciary standard of care.
- We create tailored investment portfolios aligned with your objectives.
- We provide ongoing portfolio monitoring and performance reviews.
- Our financial planning process adapts to your evolving life stages.
Associations and certifications
- FINRA
- SIPC
Services
Investment Management
Our investment advisory services focus on creating tailored portfolios aligned with your financial goals and risk tolerance. We utilize non-proprietary products and model portfolios to ensure strategic allocation, diversification, and income generation. Ongoing monitoring and performance reviews help maintain alignment with your evolving needs.
Financial Planning
We provide comprehensive financial planning tailored to your life stage, covering wealth accumulation, retirement income, tax strategies, and estate planning. Our process includes goal analysis, strategy implementation, and continuous adaptation to market changes or personal circumstances. We emphasize education and objective advice to support informed decisions.
Insurance Planning
Our insurance solutions address life, disability, and long-term care needs to protect your assets and loved ones. We analyze risks and recommend coverage from leading providers, ensuring policies align with your estate planning and income protection goals. Services include policy reviews, beneficiary designations, and tax-efficient strategies.
Corporate Retirement Plans
We offer fiduciary support for corporate retirement plans, including 401(k)s, profit-sharing, and defined benefit plans. Services include investment policy statements, vendor benchmarking, fee analysis, and participant education. Our ERISA 3(21) and 3(38) advisors help businesses design cost-effective plans that attract talent and support employee financial wellness.
Wealth Distribution Planning
Our wealth distribution strategies focus on estate preservation, including wills, trusts, gifting, and tax-efficient transfer methods. We collaborate with legal and tax professionals to ensure your legacy aligns with your values. Services include beneficiary designations, asset registration, and succession planning for business owners.
Questions
What services does Souders Financial Group offer?
We provide investment management, financial planning, insurance planning, corporate retirement plans, estate strategies, and tax-efficient solutions tailored to individual and business needs.
Are you fiduciaries?
Yes, we adhere to a fiduciary standard, prioritizing client interests in all recommendations and investment decisions.
How do you tailor financial plans to individual needs?
We conduct detailed analyses of goals, risk tolerance, and life stages, then design adaptive strategies reviewed regularly for relevance.
What retirement plan options do you support?
We consult on 401(k)s, profit-sharing plans, defined benefit plans, MEPs, and executive compensation structures for businesses.
How can I access my account or get support?
Clients use secure portals like Schwab, Albridge, or PCS Login for account access. Contact us directly for personalized assistance.
What areas do you serve?
While based in Cincinnati, OH, we work with clients nationwide through virtual consultations and strategic partnerships.
