Business Financial Advisors
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Industry: Business
Showing 129-136 of 189 advisors
Folsom, CA
Eric Figueroa
Hesperian Wealth
Specialties and Expertise
Cash Flow AnalysisRetirement IncomeTax Minimization Investment Strategies+4
Typical Clientele
New InvestorsRetirees+3
Pricing Model:
AUM
Number of Clients
13
Years of Experience:
5 years
Hauppauge, NY
Larry Sprung
Mitlin Financial Inc®
Specialties and Expertise
Succession PlanningCollege PlanningTax Minimization Investment Strategies+3
Typical Clientele
InheritorsProfessional Athletes+4
Pricing Model:
AUM
Number of Clients
200
Years of Experience:
24 years
Richmond, VA
Michael Kroll
Thompson, Siegel, & Walmsley
Specialties and Expertise
Ultra High Net Worth PlanningEndowments & CharitiesPortfolio Construction+7
Typical Clientele
Ultra High Net Worth IndividualsHigh Net Worth Individuals+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Tampa, FL
Elizabeth Heard
Raymond James
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 years
Ft. Lauderdale, FL
Vivien Balcker
Ameriprise Financial
Specialties and Expertise
Business Ownership StrategiesRetirement IncomeHigh Net Worth Planning+1
Typical Clientele
Tech EmployeesBusinesswomen+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years