Financial Advisors for Clients 45 54
Showing 153-160 of 300 advisors
Rockford, IL
Steve Hofmann
RIDGELINE PRIVATE WEALTH
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+7
Typical Clientele
Business OwnersWealthy Families+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
St. Louis, MO
Adam Weingartner
Second Level Capital
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Irvine, CA
Isaiah Real
Laguna Wealth Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+2
Typical Clientele
InheritorsRetirees
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years
Fort Worth, TX
Justin Hall
Good Life Private Wealth, LLC
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionAlternative Investments+11
Typical Clientele
High Net Worth IndividualsBusiness Owners+13
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
10 years
Pittsburgh, PA
Bonnie Mangold
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
Partners at Law FirmsAttorneys & Paralegals+4
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
6 years
Boston, MA
Robert Shuman
Encore Investment Advisors, LLC
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsCollege Planning+3
Typical Clientele
RetireesTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
12 years
Ft. Lauderdale, FL
Vivien Balcker
Ameriprise Financial
Specialties and Expertise
Business Ownership StrategiesRetirement IncomeHigh Net Worth Planning+1
Typical Clientele
Tech EmployeesBusinesswomen+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years