Investment Management Financial Advisors
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Showing 73-80 of 165 advisors
Atlanta, GA
John Stoj
Verbatim Financial
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisHigh Net Worth Planning+1
Typical Clientele
RetireesDoctors+4
Pricing Model:
Flat Fee
Number of Clients
27
Years of Experience:
32 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
Gilbert, AZ
Houston Friend
Redeem Wealth
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesBusiness Ownership Strategies+3
Typical Clientele
RetireesSurviving Spouses+4
Pricing Model:
Flat Fee
Number of Clients
250
Years of Experience:
9 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
Cincinnati, OH
Tyler Purcell
Balance Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesCash Flow Analysis+3
Typical Clientele
Business OwnersStartup Employees+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
12 years
King of Prussia, PA
Zachary Mineur
Independence Square Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesCorporate Executives+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Chicago, IL
Peter Amling
Amling Investments LLC
Specialties and Expertise
High Net Worth PlanningRetirement IncomeTax Minimization Investment Strategies+3
Typical Clientele
InheritorsRetirees+5
Pricing Model:
AUM
Number of Clients
45
Years of Experience:
19 years