Legal Financial Advisors
Showing 81-88 of 116 advisors
Reston, VA
Onari Tariah
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+3
Typical Clientele
Business OwnersCorporate Executives+1
Pricing Model:
Flat Fee
Number of Clients
30
Years of Experience:
10 years
Raleigh, NC
Mike Palmer
Ark Royal Wealth Management
Specialties and Expertise
High Net Worth PlanningCash Flow AnalysisTrust Services+1
Typical Clientele
RetireesHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
61
Years of Experience:
26 years
Norfolk, VA
Colette Kolanko
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningPhilanthropic Planning and Giving+4
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
Flat Fee
Number of Clients
50
Years of Experience:
20 years
Boston, MA
Emily O'Connor
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningHigh Net Worth Planning+3
Typical Clientele
InheritorsParents of Special Needs Children+7
Pricing Model:
AUM
Number of Clients
35
Years of Experience:
11 years
FLORHAM PARK, NJ
Michael Rosenberg, RFC, CPFA
Diversified Investment Strategies, LLC
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+12
Typical Clientele
RetireesBusiness Owners+23
Pricing Model:
AUM
Number of Clients
286
Years of Experience:
43 years
Miami, FL
Stephen Santangelo
Matriarch Wealth Management
Specialties and Expertise
Alternative InvestmentsPortfolio ConstructionPhilanthropic Planning and Giving+1
Typical Clientele
Corporate ExecutivesProfessional Athletes+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 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
Atlanta, GA
Russ Thornton
Wealthcare for Women
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesCorporate Executives+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
31 years