Investment Management Financial Advisors
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Showing 89-96 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
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
Great Neck, NY
David Warshaw
The WealthPlan LLC
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+6
Typical Clientele
RetireesWealthy Families+2
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
20 years
Riverside, CA
Eric LaNier
Higher Impact Financial
Specialties and Expertise
Tax PreparationTrust ServicesPortfolio Construction
Typical Clientele
Business OwnersInheritors+2
Pricing Model:
Flat Fee
Number of Clients
58
Years of Experience:
5 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
Ben Loughery
Lock Wealth Management
Specialties and Expertise
Cash Flow AnalysisHigh Net Worth PlanningPortfolio Construction+13
Typical Clientele
InheritorsReal Estate Agents+15
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
12 years
Charlotte, NC
Chris Gure
Fortress Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesBusiness Ownership StrategiesTrust Services+1
Typical Clientele
DoctorsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
11 years
Miami, FL
Stephen Santangelo
Matriarch Wealth Management
Specialties and Expertise
Alternative InvestmentsPortfolio ConstructionPhilanthropic Planning and Giving+1
Typical Clientele
Corporate ExecutivesProfessional Athletes+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
10 years