Legal Financial Advisors
Active Filters:
Industry: Legal
Showing 41-48 of 120 advisors
Phoenix, AZ
Jenna Biancavilla
Pearl Capital Management
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningBusiness Ownership Strategies+6
Typical Clientele
InheritorsRetirees+11
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
16 years
Fort Worth, TX
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
Blue Ash, OH
Britton Riley
Allworth Financial
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesHigh Net Worth PlanningBusiness Ownership Strategies+3
Typical Clientele
Business OwnersCorporate Executives+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
26 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
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
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
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
Portsmouth, NH
Nathan Alger
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningBusiness Ownership StrategiesEndowments & Charities+4
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Fees Information
Number of Clients
376
Years of Experience:
21 years