Estate Planning Financial Advisors
Showing 9-16 of 26 advisors
Virginia Beach, VA
Tyler Summers
Wells Fargo Advisors
Specialties and Expertise
Cash Flow AnalysisPortfolio ConstructionRetirement Income+4
Typical Clientele
Wealthy FamiliesHigh Net Worth Individuals+6
Pricing Model:
Fees Information
Number of Clients
220
Years of Experience:
5 years
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
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
New York, NY
Jordan Cohen
KBK Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningDebt Management+5
Typical Clientele
New InvestorsTech Employees+11
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Henderson, NV
Justin Long
Diazo Wealth
Specialties and Expertise
Succession PlanningHigh Net Worth PlanningUltra High Net Worth Planning+2
Typical Clientele
Professional AthletesRetirees+4
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Indianapolis, IN
Benjamin Abraham
Allworth Financial
Specialties and Expertise
High Net Worth PlanningPortfolio ConstructionBusiness Ownership Strategies+3
Typical Clientele
Wealthy FamiliesHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
24 years