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.
Saoud Financial of Troy is led by Founder and Managing Partner William Saoud. With 42+ years of experience, he has been guiding clients through personalized investment, retirement, tax, and estate strategies designed to protect and grow wealth for the long term.
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
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
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
Saoud Financial – We Have A Fiduciary Duty To Serve Clients.
Our Name. Our Vision.
Meet the Team
William Saoud
Emma Askew
Shelby Simpson
Your Financial Future Starts Here
uest your complimentary portfolio review today — our advisors will be in touch within 24 hours.
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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