Financial Advisors for Clients 45 54
Showing 169-176 of 300 advisors
Atlanta, GA
Justin Porter
Porter Wealth Management, LLC
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+5
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Boston, MA
Emily O'Connor
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningHigh Net Worth Planning+3
Typical Clientele
InheritorsParents of Special Needs Children+7
Pricing Model:
AUM
Number of Clients
35
Years of Experience:
11 years
Charlotte, NC
Daniel Sperow
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisPortfolio Construction+3
Typical Clientele
High Net Worth IndividualsCorporate Executives+5
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
28 years
Ankeny, IA
Stoy Hall
Black Mammoth
Specialties and Expertise
Business Ownership StrategiesDebt ManagementTax Minimization Investment Strategies+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
24
Years of Experience:
13 years
Berwyn, PA
Andrew Schaffer
Ellis Investment Partners, LLC
Specialties and Expertise
Retirement IncomePortfolio ConstructionHigh Net Worth Planning+2
Typical Clientele
RetireesHigh Net Worth Individuals+2
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
12 years
Cincinnati, OH
Tyler Purcell
Balance Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesCash Flow Analysis+3
Typical Clientele
Business OwnersStartup Employees+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 years
Quincy, IL
Andrew Waggoner
Core Planning
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionSuccession Planning+2
Typical Clientele
InheritorsTech Sales+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Mc Lean, VA
Konstantin Rusin
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningBusiness Ownership StrategiesCollege Planning+4
Typical Clientele
High Net Worth Individuals1st Generation Americans+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
16 years