Healthcare Financial Advisors
Showing 33-40 of 75 advisors
Charlotte, NC
Chris Gure
Fortress Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesBusiness Ownership StrategiesTrust Services+1
Typical Clientele
DoctorsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Portland, OR
Stephan Morris
Stephan Morris
Specialties and Expertise
Retirement IncomeSocially Responsible Investing (SRI)Debt Management+3
Typical Clientele
DoctorsHealthcare Workers+2
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
9 years
St. Louis, MO
Adam Weingartner
Second Level Capital
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Allentown, PA
Ayad Amary
Wealthcare of The Lehigh Valley
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction
Typical Clientele
RetireesDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
22 years
Charleston , SC
Matt Ritt
Kinwell
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
RetireesBusiness Owners+3
Pricing Model:
AUM
Number of Clients
75
Years of Experience:
14 years
Shamrock, TX
James Tindall
ECHELON INVESTMENT MANAGEMENT
Specialties and Expertise
Portfolio ConstructionRetirement IncomeWealth Accumulation and Preservation Strategies+2
Typical Clientele
RetireesBusiness Owners+3
Pricing Model:
AUM
Number of Clients
85
Years of Experience:
40 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
Lewisburg , PA
Justin Buttrick
Vision Wealth Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+1
Typical Clientele
RetireesHealthcare Workers+4
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
14 years