Financial Advisors for Clients 35 44
Showing 249-256 of 292 advisors
Fairifeld, CT
Salim Boutagy
MONECO Advisors
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+7
Typical Clientele
New InvestorsRetirees+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
New Brighton, MN
Brandon Valtinson
Valtinson Bruner Financial Planning
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+3
Typical Clientele
InheritorsRetirees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Franklin, TN
Mitch Anderson
EFinancial Alliance
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningBusiness Ownership Strategies+1
Typical Clientele
Business OwnersBusinesswomen+1
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
12 years
Whitethorn, CA
Lindsey Swanson
Stripper Financial Planning
Specialties and Expertise
Cash Flow AnalysisCollege Planning
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
12 years
San Fransisco, CA
Jacob Hughes
Barnes Young Wealth Advisors
Typical Clientele
Tech EmployeesCorporate Executives+6
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
9 years
Birmingham, AL
Tyler Gay
Stockbridge Wealth Partners
Specialties and Expertise
Cryptocurrency & NFTsPortfolio ConstructionRetirement Income+2
Typical Clientele
RetireesHigh Net Worth Individuals+7
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
10 years
Littleton, CO
Paul Monax
Agile Wealth LLC
Specialties and Expertise
Cash Flow AnalysisCollege PlanningTax Minimization Investment Strategies+2
Typical Clientele
Software EngineersTech Employees+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
9 years
Madison, WI
Matt Fizell
Harmony Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+4
Typical Clientele
New InvestorsHealthcare Workers+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years