Financial Advisors for Clients 35 44
Showing 161-168 of 300 advisors
La Verne, CA
Richard Eddy
CONA Wealth
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years
San Francisco, CA
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Great Neck, NY
David Warshaw
The WealthPlan LLC
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+6
Typical Clientele
RetireesWealthy Families+2
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
20 years
Charlotte, NC
Chris Knight
Cornerstone Wealth Planning
Specialties and Expertise
Tax Minimization Investment StrategiesWealth Accumulation and Preservation StrategiesTax Preparation+3
Typical Clientele
RetireesHigh Net Worth Individuals+1
Pricing Model:
AUM
Number of Clients
450
Years of Experience:
20 years
Richmond, VA
Michael Kroll
Thompson, Siegel, & Walmsley
Specialties and Expertise
Ultra High Net Worth PlanningEndowments & CharitiesPortfolio Construction+7
Typical Clientele
Ultra High Net Worth IndividualsHigh Net Worth Individuals+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Lewisburg , PA
Justin Buttrick
Vision Wealth Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+1
Typical Clientele
RetireesHealthcare Workers+4
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
14 years
Reno, NV
Heidi Foster
American Wealth Management
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningPhilanthropic Planning and Giving+10
Typical Clientele
BusinesswomenWomen in Tech+12
Pricing Model:
AUM
Number of Clients
127
Years of Experience:
31 years
Greenwood Village, CO
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years