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 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
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
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
Hauppauge, NY
Larry Sprung
Mitlin Financial IncĀ®
Specialties and Expertise
Succession PlanningCollege PlanningTax Minimization Investment Strategies+3
Typical Clientele
InheritorsProfessional Athletes+4
Pricing Model:
AUM
Number of Clients
200
Years of Experience:
24 years
Gardner, KS
Ryan Kilkenny
Atomic Planning
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesPortfolio Construction+3
Typical Clientele
RetireesSurviving Spouses+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Denver, CO
Krista Picco
Wells Fargo Advisors
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction+4
Typical Clientele
High Net Worth IndividualsRetirees+5
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
20 years
Harrisonville, MO
Aaron Sloan
Strategic Financial
Specialties and Expertise
Succession PlanningCash Flow AnalysisCredit & Lending Needs+2
Typical Clientele
Business OwnersWealthy Families+4
Pricing Model:
AUM
Number of Clients
60
Years of Experience:
8 years