In this episode of Finance Leaders, David shares how growing up without financial guidance shaped his mission to serve. We dive into trust, tax traps, and why real advisors show up for the whole person, not just their portfolio.
🎙️ Why Real Advisors Lead with Clarity, Not Just Products — Featuring David Mares | Finance Leaders Podcast
What happens when your financial advisor becomes your lifelong partner?
In this episode of Finance Leaders: Retirement Insights, host Daniel Hanzelka sits down with David Mares, founder of Socius Wealth Management, for a powerful and personal conversation about what truly drives great financial advice.
David shares his journey from a blue-collar upbringing to building a boutique firm that focuses on real relationships—not transactions. You’ll hear why he believes most families are underserved, how trust is built during major life transitions, and why clarity—not complexity—is the key to successful retirement planning.
💡 In This Episode, You'll Discover: Why most people never got the financial education they needed — and how David aims to change that The emotional side of money most advisors ignore How David helps clients navigate unexpected life events (like moving states or losing a job) The hidden tax traps that often surprise business owners and pre-retirees What it takes to be more than just an “annual check-in” advisor
About David Mares
David Mares is the founder of Socius Wealth Management, a boutique financial advisory firm based in Phoenix, AZ. Known for his calm presence, strategic thinking, and client-first mindset, David serves high-income professionals, business owners, and families navigating major financial transitions.
📍 Location: Phoenix, Arizona
🌐 Website: https://sociuswealthmgt.com
🔗 LinkedIn: https://www.linkedin.com/in/david-mares-swm
📞 Contact: 602-317-5332
🎧 About the Finance Leaders Podcast Hosted by Daniel Hanzelka, the Finance Leaders Podcast brings you authentic, story-driven conversations with advisors who are redefining what it means to lead in the world of finance. No fluff. No product pitches. Just real people making a real impact.
🌐 More Episodes: https://financeleaderstv.com
📥 Be a Guest: https://financeleaderstv.com/apply
#DavidMares #FinanceLeaders #RetirementPlanning #FinancialAdvisor #TaxPlanning #BusinessOwnerWealth #ClientFirstAdvice #SociusWealth
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