Legal Financial Advisors
Showing 73-80 of 116 advisors
Bend, OR
Andrew Gray
Gray Wealth Strategies
Specialties and Expertise
Philanthropic Planning and GivingHigh Net Worth PlanningTax Minimization Investment Strategies+3
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 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
Brentwood, TN
Scott Buell
FLAGSHIP FINANCIAL ADVISORS
Specialties and Expertise
College PlanningTax Minimization Investment StrategiesRetirement Income+3
Typical Clientele
RetireesNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
28 years
San Francisco, CA
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
Lexington, SC
Joe Dunat
LPL Financial
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+3
Typical Clientele
Tech EmployeesCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
200
Years of Experience:
22 years
Fort Worth, TX
Matt Magee
mForce Capital
Specialties and Expertise
Tax Minimization Investment StrategiesHigh Net Worth PlanningAlternative Investments+2
Typical Clientele
High Net Worth IndividualsBusiness Owners+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years
Portland, ME
Susan Pye
Wells Fargo Advisors
Specialties and Expertise
Retirement IncomeCash Flow AnalysisTax Minimization Investment Strategies+1
Typical Clientele
DoctorsBusinesswomen+5
Pricing Model:
Fees Information
Number of Clients
84
Years of Experience:
21 years
Boston, MA
Robert Shuman
Encore Investment Advisors, LLC
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsCollege Planning+3
Typical Clientele
RetireesTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
12 years