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ABOUT

|  OUR CLIENTS

At Bonaventura Wealth Advisors, we work with clients in many different stages of their lives. Whether you have recently started investing or are well into your retirement, our team of advisors has the experience to help with your financial planning needs. The following are some examples of SFG client profiles:

YOUNG PROFESSIONAL

BUSY FAMILY

RETIREE

BUSINESS OWNER

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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