Financial Advisors for Clients Under 35
Showing 249-256 of 300 advisors
Montrose, CO
Justin Pritchard
Approach Financial, Inc.
Specialties and Expertise
Retirement Income
Typical Clientele
InheritorsNew Investors+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
20 years
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
Avon, CT
Michael Mezheritskiy
Milestone Asset Management Group
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years
Madison, WI
Matt Fizell
Harmony Wealth
Specialties and Expertise
Cash Flow AnalysisDebt ManagementCollege Planning+4
Typical Clientele
New InvestorsHealthcare Workers+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
Memphis, TN
Jonathan McAlister
Kimery Wealth Management
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningCash Flow Analysis+10
Typical Clientele
RetireesBusiness Owners+16
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
13 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
Nashville, TN
Justin McCall
Northwestern Mutual
Specialties and Expertise
Retirement IncomePortfolio ConstructionHigh Net Worth Planning+2
Typical Clientele
RetireesDoctors+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
NW
Boca Raton, FL
Noah Wills
Fortuna Wealth
Specialties and Expertise
Tax Minimization Investment StrategiesCash Flow AnalysisCollege Planning+6
Typical Clientele
RetireesNew Investors+7
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
5 years