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ABOUT

|  MEET THE TEAM

OUR TEAM APPROACH MAKES ALL THE DIFFERENCE

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At Bonaventura Wealth Advisors, you will work directly with a primary advisor and develop a strong relationship to ensure all your needs are addressed.

 

We take pride in our open communication and accessibility, and will work diligently to help ensure your needs are fulfilled. Whether you are an individual looking to your future or an employer looking after your company, count on us to place your needs first as we seek to not only meet your expectations, but far surpass them

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Ryan Bonaventura, RICP®, AAMS®

PRESIDENT AND FOUNDER

Ryan Bonaventura is the President and Founder of Bonaventura Wealth Advisors. He began his career in the financial services industry in 2005, working as a financial advisor for Edward Jones. He founded Bonaventura Wealth Advisors in 2009. Ryan specializes in the financial planning needs of individuals and families. Ryan is a Five Star Wealth Manager Award recipient with Cincinnati Magazine and has earned his RICP ® and AAMS ® designation from the College of Financial Planning. He earned his Bachelor of Science degree from Franklin University in Business Administration.

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Winfield Geiger, AIF®

FINANCIAL ADVISOR

Winfield Geiger brings more than 25 years of experience in financial planning to Bonaventure Wealth Advisors. Throughout his career, he has specialized in helping individuals and families create customized financial plans tailored to their unique goals and needs.
A graduate of Virginia Tech with a Bachelor's degree in Finance, Winfield also holds the Accredited Investment Fiduciary (AIF®) designation. His passion lies in serving as a trusted advisor, guiding clients with clarity and confidence toward financial peace of mind.

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Michele Gruber

CLIENT SERVICE SPECIALIST

Michele Gruber joined Bonaventura Wealth Advisors in 2014 and serves as the personal administrative assistant to Ryan Bonaventura. Michele serves a diverse range of client needs, from responding to and facilitating client inquiries, scheduling client meetings, and assisting in implementing new accounts. Michele has an Associate’s Degree from Cincinnati State and over 30 years’ experience in the financial services industry.

COMPLIMENTARY REVIEW

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Visit Us

BONAVENTURA

WEALTH ADVISORS

8800 Montgomery Road
Cincinnati Ohio 45236

Clients

Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor doing business as Bonaventura Wealth Advisors, LLC. Private Client Services and Souders Financial Advisors, LLC are unaffiliated entities.

Relationship Summary

To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck.

To view PCS’s Client Relationship Summary (Form CRS) please click Here

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