Legal Financial Advisors
Showing 41-48 of 116 advisors
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
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
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
New York, NY
Jordan Cohen
KBK Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningDebt Management+5
Typical Clientele
New InvestorsTech Employees+11
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Chicago, IL
Peter Amling
Amling Investments LLC
Specialties and Expertise
High Net Worth PlanningRetirement IncomeTax Minimization Investment Strategies+3
Typical Clientele
InheritorsRetirees+5
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
19 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
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
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