Other Financial Advisors
Showing 185-192 of 238 advisors
Gardner, KS
Ryan Kilkenny
Atomic Planning
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesPortfolio Construction+3
Typical Clientele
RetireesSurviving Spouses+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 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
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
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
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
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
Ann Arbor, MI
Matthew Bowden
RFC Financial Planners
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesSuccession Planning+2
Typical Clientele
Business OwnersDoctors+4
Pricing Model:
Flat Fee
Number of Clients
300
Years of Experience:
N/A
Scottsdale, AZ
Jacob Gold
JG&A
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+4
Typical Clientele
Professional AthletesRetirees+5
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
24 years