Business Financial Advisors
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Industry: Business
Showing 89-96 of 189 advisors
Costa Mesa, CA
Nick Covyeau
Swell Financial
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningTax Minimization Investment Strategies+2
Typical Clientele
RetireesSingle Mothers+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 years
Santa Monica, CA
Gregory Wendt
Perigon Wealth Management
Specialties and Expertise
Cash Flow AnalysisRetirement IncomePhilanthropic Planning and Giving+5
Typical Clientele
New InvestorsRetirees+12
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
33 years
Indianapolis, IN
Benjamin Abraham
Allworth Financial
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionBusiness Ownership Strategies+3
Typical Clientele
Wealthy FamiliesHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years
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
Cincinnati, OH
Tyler Purcell
Balance Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesCash Flow Analysis+3
Typical Clientele
Business OwnersStartup Employees+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 years
La Verne, CA
Richard Eddy
CONA Wealth
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
Business OwnersEntrepreneurs+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
19 years
Denver, CO
Krista Picco
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction+4
Typical Clientele
High Net Worth IndividualsRetirees+5
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
20 years
Atlanta, GA
John Stoj
Verbatim Financial
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisHigh Net Worth Planning+1
Typical Clientele
RetireesDoctors+4
Pricing Model:
Flat Fee
Number of Clients
27
Years of Experience:
32 years