Who We Are
David R. Souders, CFP®
Founder / Wealth Manager
Connect on: LinkedIn
For more than two decades, David has served as an advisor to individuals, families, and their businesses helping them make wise financial decisions, invest purposefully, live generously, and understand the role money plays in the broader context of their lives, faith, and community.
David is also passionate about beekeeping! Careful or you might find yourself enjoying a simply delightful bottle of local honey or learning way more than you ever knew you wanted to know about honey bees. On that note . . .
Apis is Latin for “bee” and Apis Wealth derives its name from this interest in honey bees and one of the aforementioned products from their hive: honey (or shall we say “liquid gold”). The firm represents in a very personal way David’s own journey to find ways to integrate personal passions and technical expertise as he strives to encourage clients to do the same: thinking beyond the money and investing their lives in ways which bring them closer to the people around them.
“A Beekeeper is an enabler of the natural capacity of a honey bee to do its good work.” [Leigh-Kathryn Bonner, Founder / CEO at Bee Downtown]
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