435 Wandering Ct Sonoma, CA 93632
1-800-123-4567
contact@aeso-site.com

  • Helping Clients Work Toward Their Retirement Dreams

    Certified wealth planners here to guide you through every step of your financial journey.
    Get Started - Speak With An Advisor

  • Proprietary Financial Insights To Secure Your Future

    Start your journey towards securing your wealth today.
    Get Started - Speak With An Advisor

  • Helping Federal & State Employees Plan For Retirement

    At Saoud Financial, we're with you every step of the way.
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Saoud Financial 

Our Name. Our Vision.

The name Saoud Financial reflects both the heritage and vision of our founder, William Saoud, whose surname forms the foundation of our brand. More than just a name, Saoud Financial represents a commitment to empowering clients to achieve financial independence through personalized, forward-thinking strategies. Like William, a licensed advisor with decades of expertise in guiding individuals through their financial journey, Saoud Financial stands for trust, integrity, and the pursuit of financial success. Our name captures the essence of guiding clients through every phase of their financial journey, with the strength and knowledge to help them navigate even the most complex financial landscapes.

Join an Upcoming Seminar

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referrals and visitors to attend our events.
Register For An Event Today
1:1 tailored financial advisory to safeguard the future of your wealth.

Build a Long-Term Investment Plan That Aligns With Your Goals

At Saoud Financial, we take the time to understand your unique aspirations, risk tolerance, and financial landscape to craft a strategy tailored specifically to you. Whether you’re planning for retirement, growing your wealth, or securing your family’s future, our customized approach ensures that your investments are aligned with both your short-term needs and long-term dreams. With a focus on consistency, discipline, and adaptability, we’ll help you stay on track through market fluctuations and life changes, positioning you to reach your financial milestones with confidence.

Speak With An Advisor Today
0 +
Active Years of Experience

Catalyzing Financial Growth: Personalized Wealth Strategies Powered by Data-Driven Insights

Personalized Financial Strategies

Every client's financial journey is unique. At Saoud Financial, we take the time to understand your individual goals, risk tolerance, and financial aspirations.

Data-Driven Insights

In today’s fast-paced market, staying ahead requires more than just experience—it requires data. Our approach combines cutting-edge data analytics with market expertise to uncover opportunities and trends that others might overlook.

Proactive Wealth Management

Building and maintaining wealth isn't just about setting a plan—it's about adapting to change. Our proactive approach ensures that your investment portfolio remains optimized as your life circumstances, market conditions, and goals evolve.

Long-Term Financial Growth

True financial success is measured over time. We focus on long-term wealth-building strategies that prioritize consistency, stability, and smart risk management.

Exclusive Investment Opportunities Tailored for Every Type of Investor

$ 70 M+
In Assets
50 +
Clients Served
0 +
Years of Active Experience
Case Studies

Read Our Personal Testimonials

Working with Saoud Finanial has completely transformed my financial outlook. Aaron and his team took the time to understand my goals and crafted a personalized strategy that fits my lifestyle. Thanks to their data-driven insights and proactive approach, I feel confident in my long-term financial future.

Michael Charbeck

Entrepreneur

Saoud Financial truly goes above and beyond. Their attention to detail and commitment to finding the best opportunities for my portfolio has been impressive. I appreciate how they stay ahead of market trends with smart, strategic advice. They’ve been a trusted partner in growing my wealth.

Cramer Lafferty

Business Executive

William and his team at Saoud Financial have been instrumental in helping me build a strong, diversified investment plan. Their ability to anticipate market changes and adjust strategies accordingly has given me peace of mind. I couldn’t ask for a more knowledgeable and dedicated wealth management firm.

Tonia Moore

Retiree
Why Choose Us

Experienced Wealth Advisors Committed To Building Your Future

Choosing Saoud Financial means partnering with a team dedicated to your financial success. We take pride in our ability to deliver personalized strategies tailored to meet your unique goals. Our approach combines deep industry expertise, cutting-edge data intelligence, and a commitment to your long-term growth.

At Saoud Financial, we are driven by results and accountability. We go beyond traditional wealth management by providing proactive solutions and ensuring that your portfolio is consistently aligned with your evolving financial objectives. With us, you gain not only a trusted partner but also the peace of mind that your financial future is in capable hands, rooted in trust, excellence, and unwavering dedication.

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Our Services

What We Do As A Boutique Financial Advisor

Comprehensive Financial Planning

Saoud Financial offers a holistic approach to financial planning, integrating all aspects of your financial life—investments, retirement, estate planning, and more. As a boutique firm, we provide a comprehensive strategy that’s tailored to your unique circumstances, ensuring every part of your financial future is secure and aligned with your objectives.

Boutique-Level Attention and Expertise

With Saoud Financial, you receive the kind of personalized attention and expert guidance that larger firms can't provide. Our boutique size allows us to focus closely on each client, offering customized solutions and advice from a dedicated team who truly understands your financial aspirations and goals.

Exclusive Wealth-Building Opportunities

As a boutique financial advisor, Saoud Financial taps into exclusive, carefully curated investment opportunities. Our clients benefit from our access to niche markets, specialized investment products, and strategic partnerships that help maximize returns while managing risk—all part of our commitment to building and preserving your wealth.

Tailored Risk Management Solutions

We understand that no two clients have the same tolerance for risk. At Saoud Financial, we craft risk management strategies that are as unique as your financial goals. By actively managing and mitigating risk, we help protect your wealth while positioning your portfolio for growth in any market condition.

Our Experts

Meet the Team

William Saoud

William Saoud

Founder & Managing Partner
Emma Askew

Emma Askew

Licensed Producer
Ralpf Sagalongos

Ralpf Sagalongos

Client Services

Boutique Wealth Advisory Firm

We are a relationship-driven wealth management firm located in the heart of Troy, MI.
Chat with An Advisor Today
(586) 500-5370
emma@saoudfinancial.com

Company

Locations

Troy, MI HQ

100 W. Big Beaver Road, Suite 200
Troy, MI 48084
Get Directions
(586) 500-5370

Hours (EST)
M-F 9AM-5PM (Office Open) 5pm-10pm (Phone Line Open)

Newsletter

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Insurance products are offered through the insurance business Saoud Financial. Saoud Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Saoud Financial are not subject to investment Advisor requirements.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Mr. Saoud is admitted to practice law in Florida, Michigan, and Illinois through AWS Law Firm, and is a licensed financial professional in MI and FL. Saoud Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM is not affiliated with Saoud Financial or AWS Law Firm.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Saoud Financial and Riskalyze are not affiliated companies. Saoud Financial cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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