Estate Planning Financial Advisors
Showing 17-24 of 26 advisors
New Berlin, WI
Jeremy Keil
Keil Financial Partners
Specialties and Expertise
Trust ServicesHigh Net Worth PlanningTax Minimization Investment Strategies+10
Typical Clientele
RetireesUltra High Net Worth Individuals+7
Pricing Model:
AUM
Number of Clients
201
Years of Experience:
23 years
Charlotte, NC
Ryan Whitley
NaviPath Financial
Specialties and Expertise
Trust ServicesPhilanthropic Planning and GivingHigh Net Worth Planning+4
Typical Clientele
InheritorsUltra High Net Worth Individuals+6
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
22 years
Gilbert, AZ
Dorian Enhelder
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningRetirement IncomeSuccession Planning+2
Typical Clientele
Business OwnersEntrepreneurs+1
Pricing Model:
Fees Information
Number of Clients
230
Years of Experience:
23 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
Boston, MA
Emily O'Connor
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningHigh Net Worth Planning+3
Typical Clientele
InheritorsParents of Special Needs Children+7
Pricing Model:
AUM
Number of Clients
35
Years of Experience:
11 years
Parker, CO
Mark Teerlinck
Elite Wealth Management, LLC
Specialties and Expertise
Portfolio ConstructionTax PreparationCash Flow Analysis+3
Typical Clientele
Wealthy FamiliesRetirees+4
Pricing Model:
AUM
Number of Clients
77
Years of Experience:
18 years
Atlanta, GA
Justin Porter
Porter Wealth Management, LLC
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeBusiness Ownership Strategies+5
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Pittsburgh, PA
James Kampetis
Carson Wealth
Specialties and Expertise
Retirement IncomePortfolio ConstructionCash Flow Analysis+3
Typical Clientele
RetireesCorporate Executives+3
Pricing Model:
Flat Fee
Number of Clients
220
Years of Experience:
N/A