Financial Advisors for Clients 65
Showing 1-8 of 292 advisors
Houston, TX
Lucas Veldhuis
The Mather Group
Specialties and Expertise
Alternative InvestmentsBusiness Valuation PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+8
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
10 years
Chicago, IL
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Vienna, VA
Alaric Goth
McAdam LLC
Specialties and Expertise
Retirement IncomePortfolio ConstructionTax Minimization Investment Strategies+18
Typical Clientele
Tech EmployeesInheritors+14
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
12 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
Seneca, SC
Devyn Bond
Rightview Private Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPortfolio Construction+4
Typical Clientele
Business OwnersEntrepreneurs+9
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
3 years
Las Vegas, NV
Matthew Bees
Wells Fargo Advisors
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesSuccession Planning+4
Typical Clientele
Business OwnersDoctors+6
Pricing Model:
Fees Information
Number of Clients
200
Years of Experience:
N/A
Boca Raton, FL
Michael Kessel
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesUltra High Net Worth Planning+4
Typical Clientele
Business OwnersDivorcees+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
N/A
Minneapolis, MN
Karly Wakely
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
16 years