Investment Management Financial Advisors
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Showing 65-72 of 165 advisors
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
Tempe, AZ
Stephen Hazel
Magnificent Life Financial Plannning
Specialties and Expertise
Retirement IncomeTax PreparationTax Minimization Investment Strategies+7
Typical Clientele
RetireesDivorcees+5
Pricing Model:
AUM
Number of Clients
110
Years of Experience:
16 years
Seattle, WA
Darren Dindinger
Allworth Financial
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningCollege Planning+4
Typical Clientele
RetireesTech Employees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
15 years
Santa Monica, CA
Gregory Wendt
Perigon Wealth Management
Specialties and Expertise
Cash Flow AnalysisRetirement IncomePhilanthropic Planning and Giving+5
Typical Clientele
New InvestorsRetirees+12
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
33 years
Oakland, CA
Mike Troxell
Modern Financial Planning
Specialties and Expertise
Tax Minimization Investment StrategiesTax PreparationHigh Net Worth Planning+1
Typical Clientele
Tech EmployeesSoftware Engineers+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Boston, MA
T.J. van Gerven
Memento Financial Planning
Specialties and Expertise
Tax Minimization Investment StrategiesCash Flow AnalysisPortfolio Construction+9
Typical Clientele
Tech EmployeesTech Sales+5
Pricing Model:
Flat Fee
Number of Clients
40
Years of Experience:
7 years