Healthcare Financial Advisors
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Industry: Healthcare
Showing 33-40 of 77 advisors
Woodland Hills, CA
Ira Zito
Financial Peak
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
35 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
Madera, CA
Evon Mendrin
Optometry Wealth Advisors LLC
Specialties and Expertise
Business Ownership StrategiesCash Flow AnalysisDebt Management+3
Typical Clientele
DoctorsBusiness Owners+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Charlotte, NC
Ryan Whitley
NaviPath Financial
Specialties and Expertise
Trust ServicesPhilanthropic Planning and GivingHigh Net Worth Planning+4
Typical Clientele
InheritorsUltra High Net Worth Individuals+6
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 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
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