Other Financial Advisors
Showing 177-184 of 238 advisors
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
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
Quincy, IL
Andrew Waggoner
Core Planning
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionSuccession Planning+2
Typical Clientele
InheritorsTech Sales+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Dallas, TX
Allen Mueller
7 Saturdays Financial
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningPortfolio Construction+2
Typical Clientele
RetireesInheritors+4
Pricing Model:
Flat Fee
Number of Clients
28
Years of Experience:
3 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
Merion Station, PA
Christopher Zafiriou
Flax Pond Capital
Specialties and Expertise
Endowments & CharitiesAlternative InvestmentsWealth Accumulation and Preservation Strategies+1
Typical Clientele
RetireesDivorcees+2
Pricing Model:
AUM
Number of Clients
120
Years of Experience:
25 years
San Francisco, CA
Kevin Cheeks
ImpactFI
Specialties and Expertise
Cash Flow AnalysisPhilanthropic Planning and GivingHigh Net Worth Planning+2
Typical Clientele
Tech EmployeesCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Austin, TX
Jane Mepham
Elgon Financial Advisors
Specialties and Expertise
Cash Flow AnalysisCollege PlanningRetirement Income+3
Typical Clientele
1st Generation AmericansTech Employees+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years