Financial Advisors for Clients Under 35
Showing 97-104 of 300 advisors
Reston, VA
Kelly McNerney
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
10 years
Beverly Hills, CA
Morris Amiri
Sunset West Advisors
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisPortfolio Construction+4
Typical Clientele
Business OwnersRetirees+10
Pricing Model:
AUM
Number of Clients
88
Years of Experience:
25 years
Mesa, AZ
Caleb Huftalin
Ridgeline Private Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+6
Typical Clientele
Business OwnersWealthy Families+8
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
17 years
Gardner, KS
Ryan Kilkenny
Atomic Planning
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesPortfolio Construction+3
Typical Clientele
RetireesSurviving Spouses+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Mesquite, TX
Ryan Adams
Financial & Insurance Services of Texas
Specialties and Expertise
Cash Flow AnalysisDebt ManagementTax Minimization Investment Strategies+2
Typical Clientele
Corporate ExecutivesHealthcare Workers+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
West Des Moines, IA
Cody Molacek
Specialties and Expertise
Alternative InvestmentsEquity CompensationFamily Governance and Legacy Planning+5
Typical Clientele
Corporate ExecutivesHigh Net Worth Individuals+1
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Charlotte, NC
Chris Gure
Fortress Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesBusiness Ownership StrategiesTrust Services+1
Typical Clientele
DoctorsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Atlanta, GA
Ben Loughery
Lock Wealth Management
Specialties and Expertise
Cash Flow AnalysisHigh Net Worth PlanningPortfolio Construction+13
Typical Clientele
InheritorsReal Estate Agents+15
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
12 years