Financial Advisors for Clients 55 64
Showing 241-248 of 292 advisors
Bentonville, AR
Ian Weiner
Bespoke Wealth Solutions
Specialties and Expertise
Cash Flow AnalysisPhilanthropic Planning and GivingRetirement Income+1
Typical Clientele
InheritorsRetirees+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Barrington, IL
David Grant
Retirement Matters, Inc.
Specialties and Expertise
Cash Flow AnalysisTax PreparationCollege Planning+7
Typical Clientele
RetireesUltra High Net Worth Individuals+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years
Orlando, FL
Brandon Catrett
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:
5 years
Seattle, WA
Alan Hensley
Merriman
Typical Clientele
RetireesTech Employees+4
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
17 years
Greeensboro, NC
Adam Oates
Archer Investment Corporation
Specialties and Expertise
Cash Flow AnalysisTax PreparationTax Minimization Investment Strategies+2
Typical Clientele
InheritorsNew Investors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years
San Francisco, CA
Aaron Hattenbach
Rapport Financial
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+3
Typical Clientele
Business OwnersTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Carlsbad, CA
Justin Peek
PEEK WEALTH
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+12
Typical Clientele
RetireesBusiness Owners+17
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
21 years
Overland Park, KS
Dennis Goodwin
GreenUp Wealth Management
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
28 years