Investment Management Financial Advisors
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Showing 57-64 of 165 advisors
Virginia Beach, VA
David Calliott
Davenport & Company
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningPortfolio Construction+5
Typical Clientele
RetireesHigh Net Worth Individuals+8
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
13 years
Pittsburgh, PA
Jordan Dunsmore
YTS Wealth Management
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+5
Typical Clientele
InheritorsRetirees+6
Pricing Model:
AUM
Number of Clients
160
Years of Experience:
18 years
Westfield, NJ
Bill Beattie
Cerity Partners
Specialties and Expertise
Endowments & CharitiesPortfolio ConstructionRetirement Income+5
Typical Clientele
Business OwnersCorporate Executives+6
Pricing Model:
Flat Fee
Number of Clients
40
Years of Experience:
23 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
Fort Worth, TX
Doug Bonaquist
Cerity Partners
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesWealth Accumulation and Preservation Strategies+3
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
25 years
Westfield, NJ
Michael Fischer
Cerity Partners
Specialties and Expertise
Cash Flow AnalysisCollege PlanningDebt Management+5
Typical Clientele
Business OwnersCorporate Executives+4
Pricing Model:
Flat Fee
Number of Clients
60
Years of Experience:
14 years
Vienna, VA
Alaric Goth
McAdam LLC
Specialties and Expertise
Retirement IncomePortfolio ConstructionTax Minimization Investment Strategies+18
Typical Clientele
Tech EmployeesInheritors+14
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
12 years
Blue Ash, OH
Britton Riley
Allworth Financial
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesHigh Net Worth PlanningBusiness Ownership Strategies+3
Typical Clientele
Business OwnersCorporate Executives+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
26 years