Financial Advisors for Clients 45 54
Showing 9-16 of 300 advisors
Caledonia, MI
Mark VanderPol
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsHigh Net Worth PlanningPhilanthropic Planning and Giving+5
Typical Clientele
1st Generation AmericansBusiness Owners+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
13 years
Philadelphia, PA
Benjamin Carson
Tristate Financial Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEquity Compensation+6
Typical Clientele
Corporate ExecutivesTech Employees+15
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
3 years
Reston, VA
James Gambaccini
Acorn Financial Services
Specialties and Expertise
Business Ownership StrategiesEquity CompensationFamily Governance and Legacy Planning+14
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
25 years
Arvada, CO
Michael Hunter
Clearpath Legacy Planning
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+11
Typical Clientele
High Net Worth IndividualsNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Boca Raton, FL
Justin Massey
Coastal Wealth
Specialties and Expertise
Portfolio ConstructionRetirement IncomeHigh Net Worth Planning+3
Typical Clientele
InheritorsBuilding Industry Professionals+6
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
8 years
Layton, UT
Jimmy Searle
Allegis Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesWealth Accumulation and Preservation StrategiesPortfolio Construction+5
Typical Clientele
New InvestorsRetirees+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
Los Angeles, CA
Steven Evensen
Gerber Kawasaki
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionDebt Management+10
Typical Clientele
Tech EmployeesTech Sales+11
Pricing Model:
AUM
Number of Clients
250
Years of Experience:
9 years
Caledonia, MI
Noah Hoekstra
VanderPol Investments
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersRetirees+5
Pricing Model:
AUM
Number of Clients
130
Years of Experience:
4 years