Other Financial Advisors
Showing 225-232 of 238 advisors
Birmingham, AL
Tyler Gay
Stockbridge Wealth Partners
Specialties and Expertise
Cryptocurrency & NFTsPortfolio ConstructionRetirement Income+2
Typical Clientele
RetireesHigh Net Worth Individuals+7
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
10 years
Franklin, TN
Mitch Anderson
EFinancial Alliance
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningBusiness Ownership Strategies+1
Typical Clientele
Business OwnersBusinesswomen+1
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
12 years
Carlsbad, CA
Justin Peek
PEEK WEALTH
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+12
Typical Clientele
RetireesBusiness Owners+17
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
21 years
San Fransisco, CA
Jacob Hughes
Barnes Young Wealth Advisors
Typical Clientele
Tech EmployeesCorporate Executives+6
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
9 years
Seattle, WA
Alan Hensley
Merriman
Typical Clientele
RetireesTech Employees+4
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
17 years
JH
Charlotte , NC
James Holland
MillenniuM Investment & Retirement Advisors
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesSuccession Planning+1
Typical Clientele
New InvestorsInheritors+7
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
32 years
Littleton, CO
Paul Monax
Agile Wealth LLC
Specialties and Expertise
Cash Flow AnalysisCollege PlanningTax Minimization Investment Strategies+2
Typical Clientele
Software EngineersTech Employees+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
9 years
Fairifeld, CT
Salim Boutagy
MONECO Advisors
Specialties and Expertise
Cash Flow AnalysisCredit & Lending NeedsDebt Management+7
Typical Clientele
New InvestorsRetirees+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years