Other Financial Advisors
Showing 89-96 of 238 advisors
Pittsburgh, PA
Bonnie Mangold
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
Partners at Law FirmsAttorneys & Paralegals+4
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
6 years
Lewisburg , PA
Justin Buttrick
Vision Wealth Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+1
Typical Clientele
RetireesHealthcare Workers+4
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
14 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
Memphis, TN
Tripp Yates
Eaglestrong Financial
Specialties and Expertise
Business Ownership StrategiesHigh Net Worth PlanningTax Minimization Investment Strategies+1
Typical Clientele
Business OwnersDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Charlotte, NC
Chris Gure
Fortress Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesBusiness Ownership StrategiesTrust Services+1
Typical Clientele
DoctorsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Champaign, IL
Kevan Melchiorre
Tenet Wealth Partners
Specialties and Expertise
Tax Minimization Investment StrategiesCash Flow AnalysisPortfolio Construction+6
Typical Clientele
RetireesDentists+9
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Atlanta, GA
John Stoj
Verbatim Financial
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisHigh Net Worth Planning+1
Typical Clientele
RetireesDoctors+4
Pricing Model:
Flat Fee
Number of Clients
27
Years of Experience:
32 years
Augusta, GA
Steve Marbert
Richard Young Associates
Specialties and Expertise
Retirement IncomeWealth Accumulation and Preservation StrategiesCollege Planning
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years