Steve was the 2004 - 2005 President of NAAIM (National Association of Active Investment Managers) an association of over 150 Investment Advisors who manage money, using technical analysis, on behalf of clients. He has been quoted in:

  • The Los Angeles Times
  • The Wall Street Journal
  • Investment Advisor magazine
  • Ignites.com
  • The Baltimore Sun
  • Active Trader magazine
  • Investment News
  • Fund Marketing Alert
  • The Journal of Financial Planning
  • SFO (Stocks, Futures & Options) magazine (authored articles in 2003, 2004, and 2005.)
  • Columbus CEO
Sojourn Financial Strategies, LLC formed as a merger of two independent financial planning and asset management firms: Landis Financial and Investment Services and Flury Financial Services, LLC. Sojourn’s founders, Steve Landis and Jack Flury, bring extensive, varied and complementary backgrounds to their clients. They offer a broad level of expertise in all areas of financial planning and investment management.

Steven D. Landis, CFP®

Steve is a graduate of Ohio University (B.S., 1973) and The University of Cincinnati (M.S., 1977). Prior to becoming a financial planning professional, he worked for nine years in the field of Occupational and Environmental Health with: Union Carbide Corporation in Oak Ridge, TN, the U.S. Department of Labor, and Battelle Memorial Institute.

He has been in the practice of financial planning and investment management since 1984. His experience as a financial advisor includes work with a large financial planning firm for six years. He has been in private practice, located in Columbus, Ohio, since 1988. Mr. Landis’ practice focuses on the long-term planning and investment needs of middle- and upper-income clients and small businesses. Additionally, he actively manages client investments using technical analysis strategies that are designed to provide both market competitive returns and reduced market risk.

Mr. Landis is a Certified Financial Planner® Practitioner (CFP), and a Principal Member of Sojourn Financial Strategies, LLC. He is a member of the National Association of Active Investment Managers (NAAIM).

Robert W. Bailey

Bob Bailey, a graduate of The Ohio State University with a degree in Financial Planning, joined our team in 2005. Bob's primary responsibility is the analysis of client data and the preparation of financial analyses. He also schedules appointments, prepares statements, and is involved in many other critical duties. His attention to detail and dedication to understanding all components of the business and industry make Bob an important asset to Sojourn's team.

Please feel welcome to contact us for a personal, no cost, introductory meeting to discuss how we may be able to assist you.

Dream Big. Plan Bigger.