Business Financial Advisors
Showing 17-24 of 181 advisors
McLean, VA
Peter Russo
Wells Fargo Advisors
Specialties and Expertise
Business Ownership StrategiesHigh Net Worth PlanningPortfolio Construction+2
Typical Clientele
Business OwnersCorporate Executives+2
Pricing Model:
Fees Information
Number of Clients
30
Years of Experience:
N/A
Rapid City, SD
Garrett Amirehteshami
Amir Wealth Partners
Specialties and Expertise
Business Ownership StrategiesCommission-Based Income PlanningEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
AUM
Number of Clients
17
Years of Experience:
2 years
Chicago, IL
Ben Petrie
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisHigh Net Worth Planning+5
Typical Clientele
Business OwnersBusinesswomen+6
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
6 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
Austin, TX
Sam Hutchison
The Mather Group
Specialties and Expertise
Alternative InvestmentsCash Flow AnalysisEquity Compensation+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
AUM
Number of Clients
100
Years of Experience:
7 years
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
Dublin, OH
Joshua Woodby
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningSports and EntertainmentUltra High Net Worth Planning+5
Typical Clientele
High Net Worth IndividualsDoctors+6
Pricing Model:
Fees Information
Number of Clients
300
Years of Experience:
N/A
Seneca, SC
Wesley Frierson
Rightview Private Wealth
Specialties and Expertise
Portfolio ConstructionRetirement IncomeFamily Governance and Legacy Planning+5
Typical Clientele
RetireesEntrepreneurs+6
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
23 years