Finance Financial Advisors
Showing 41-48 of 115 advisors
Greenwood Village, CO
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
Cody, WY
Tim Mahieu
Absaroka Wealth Management
Specialties and Expertise
Cash Flow AnalysisBusiness Ownership StrategiesHigh Net Worth Planning+2
Typical Clientele
RetireesBusiness Owners+3
Pricing Model:
AUM
Number of Clients
600
Years of Experience:
28 years
Westfield, NJ
Bill Beattie
Cerity Partners
Specialties and Expertise
Endowments & CharitiesPortfolio ConstructionRetirement Income+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
40
Years of Experience:
23 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
Nashville, TN
Joshua Berdet
Cerity Partners
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningDebt Management+3
Typical Clientele
Corporate ExecutivesDentists+2
Pricing Model:
Flat Fee
Number of Clients
40
Years of Experience:
11 years
Stoneham, MA
Eric Scruggs
Hark Financial Planning, LLC
Specialties and Expertise
Cash Flow AnalysisDebt ManagementTax Preparation+5
Typical Clientele
Attorneys & ParalegalsPartners at Law Firms+2
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
11 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
Pittsburgh, PA
Bonnie Mangold
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
Partners at Law FirmsAttorneys & Paralegals+4
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
6 years