As the founder of Magis Wealth Leadership, Brian Schlosser built the firm on one simple principle: clients deserve advice that is truly in their best interest, free from the conflicts of interest that too often cloud the financial services industry. Every plan, conversation, and recommendation begins and ends with the question, “What will best serve this person’s goals?”
Guided by the principles of servant leadership, Brian sees his role as not just managing assets, but walking alongside clients through life’s transitions, asking the tough questions, and helping them make decisions with purpose and confidence. His authenticity builds trust quickly, while his competence—the product of years of experience and depth of knowledge—ensures clients feel secure in their financial future.
With deep expertise in comprehensive financial planning, wealth management, risk management, elder planning, and family office services, Brian helps clients navigate complex financial decisions with clarity and confidence. He believes effective planning is about more than numbers—it’s about understanding the heart of each relationship, the dreams that drive them, and the fears or habits that might stand in the way. Brian stands with his clients through all phases of life, and is there when they need him most, even in the most difficult times.
In his spare time, Brian enjoys traveling, reading, and working out with his wife, Jen. They spend many hours giving back to their local community in Cincinnati by volunteering for 9United, a service organization to that is known for making an impact in the lives of students and families during the holidays and providing meaningful experiences throughout the year. Jen founded and is the Executive Director of 9United.
For Brian, success isn’t measured by account balances. It’s measured by the lives impacted, the dreams achieved, and the relationships built along the way.