Legal Financial Advisors
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Industry: Legal
Showing 89-96 of 120 advisors
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
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
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
Miami, FL
Fred Tan
Cerity Partners
Specialties and Expertise
Alternative InvestmentsBusiness Ownership StrategiesPhilanthropic Planning and Giving+6
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
30
Years of Experience:
30 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
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
Darnestown, MD
Darren Straniero
OnPlane Financial Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningAlternative Investments
Typical Clientele
Tech EmployeesPartners at Law Firms+1
Pricing Model:
Flat Fee
Number of Clients
36
Years of Experience:
17 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