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Steven Bennett Goode

Gries Financial Partners

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About Steven Bennett Goode

Steven Goode is a financial advisor registered with Gries Financial Partners and Logix Investments LLC. Steven has over 25 years of experience in the industry and is registered in Ohio and New York. Steven holds the Series 7 and Series 87 licenses and is a Chartered Financial Analyst. Steven's focus is on providing financial planning and investment management services to individuals, families, businesses and trusts.

Firm Information

Steven Goode is currently registered with Gries Financial Partners. Gries Financial Partners is a Cleveland, OH-based investment advisory firm with approximately $1.28 billion in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, as well as personal trustee services, bill pay, and tax prep assistance. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans.
Gries Financial Partners

1801 E NINTH STREET STE 1600

CLEVELAND, OH 44114

$1.28B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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personal trustee services, bill pay, and tax prep assistance

Personal trustee services, bill pay, and tax prep assistance

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Personal trustee services, bill pay, and tax prep assistance

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Steven Goode’s Registration & Firm History

OH

06/21/2024 - Present

Gries Financial Partners (CLEVELAND OH)

NY

03/30/2005 - 01/30/2006

RIM SECURITIES LLC (NEW YORK NY)

NY

04/21/1997 - 01/10/2000

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

NY

01/15/1996 - 03/27/1997

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/08/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Bennett Goode.
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