Business Ownership Guidance Financial Advisors
Showing 25-30 of 30 advisors
Portsmouth, NH
Nathan Alger
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningBusiness Ownership StrategiesEndowments & Charities+4
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Fees Information
Number of Clients
376
Years of Experience:
21 years
Phoenix, AZ
Jenna Biancavilla
Pearl Capital Management
Specialties and Expertise
Tax Minimization Investment StrategiesCollege PlanningBusiness Ownership Strategies+6
Typical Clientele
InheritorsRetirees+11
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
16 years
New York, NY
Daniel Zomback
Wells Fargo Advisors
Specialties and Expertise
Portfolio ConstructionHigh Net Worth PlanningTax Minimization Investment Strategies+3
Typical Clientele
Business OwnersProfessional Athletes+3
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
6 years
Bozeman, MT
Ryan Sullivan
Off the Beaten Path Financial
Specialties and Expertise
Portfolio ConstructionCryptocurrency & NFTsCash Flow Analysis+5
Typical Clientele
Business OwnersNew Investors+1
Pricing Model:
Flat Fee
Number of Clients
10
Years of Experience:
3 years
Wyoming, PA
Matthew Zeigler
Sunpointe Investments
Specialties and Expertise
Business Ownership StrategiesSuccession PlanningHigh Net Worth Planning+2
Typical Clientele
Business OwnersHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
San Francisco, CA
Aaron Hattenbach
Rapport Financial
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+3
Typical Clientele
Business OwnersTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years