Healthcare Financial Advisors
Showing 41-48 of 75 advisors
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
Cincinnati, OH
Don Brosz
WaterStone Investment Counsel, LLC
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningPortfolio Construction+1
Typical Clientele
InheritorsRetirees+11
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 years
Atlanta, GA
Matthew Fassnacht
Meridian Investments
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesAlternative Investments+5
Typical Clientele
New InvestorsBusiness Owners+12
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
15 years
Tabernacle, NJ
JOSHUA DUVALL
Duvall Wealth & Tax Planning
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
RetireesTech Employees+6
Pricing Model:
Flat Fee
Number of Clients
80
Years of Experience:
15 years
Gilbert, AZ
Shanna Tingom
Maridea Wealth Management
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+2
Typical Clientele
Real Estate AgentsProfessional Athletes+10
Pricing Model:
AUM
Number of Clients
180
Years of Experience:
15 years
Mesquite, TX
Ryan Adams
Financial & Insurance Services of Texas
Specialties and Expertise
Cash Flow AnalysisDebt ManagementTax Minimization Investment Strategies+2
Typical Clientele
Corporate ExecutivesHealthcare Workers+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 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