Business Financial Advisors
Active Filters:
Industry: Business
Showing 73-80 of 189 advisors
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
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
Sonoma, CA
Daren Blonski
Sonoma Wealth Advisors
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionBusiness Ownership Strategies+3
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
13 years
New York City, NY
Thomas Decker
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+7
Typical Clientele
Business OwnersCorporate Executives+2
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
11 years
Encino, CA
Alec Tuckman
Wealth Management Partners of Los Angeles, Inc.
Specialties and Expertise
High Net Worth PlanningBusiness Valuation PlanningWealth Accumulation and Preservation Strategies+8
Typical Clientele
Business OwnersNew Investors+13
Pricing Model:
AUM
Number of Clients
120
Years of Experience:
11 years
Houston, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth 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
Colorado Springs, CO
Erik Baskin
Baskin Financial Planning
Specialties and Expertise
Retirement IncomeCash Flow AnalysisCollege Planning+4
Typical Clientele
Veterans & Active Duty MilitaryRetirees+3
Pricing Model:
AUM
Number of Clients
55
Years of Experience:
5 years
Pittsburgh, PA
Jordan Dunsmore
YTS Wealth Management
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+5
Typical Clientele
InheritorsRetirees+6
Pricing Model:
AUM
Number of Clients
160
Years of Experience:
18 years