Managing Equity Compensation Financial Advisors
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Help With: Managing Equity Compensation
Showing 57-64 of 77 advisors
St. Louis, MO
Adam Weingartner
Second Level Capital
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Ames, IA
Mike McVicker
Specialties and Expertise
Alternative InvestmentsBusiness Continuity PlanningFamily Governance and Legacy Planning+5
Typical Clientele
Business OwnersCorporate Executives+5
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
36 years
Memphis, TN
Tripp Yates
Eaglestrong Financial
Specialties and Expertise
Business Ownership StrategiesHigh Net Worth PlanningTax Minimization Investment Strategies+1
Typical Clientele
Business OwnersDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Prosper, TX
D. Vance Barse
Your Dedicated Fiduciary
Specialties and Expertise
High Net Worth PlanningUltra High Net Worth PlanningAlternative Investments+1
Typical Clientele
High Net Worth IndividualsBusiness Owners+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Wyoming, PA
Matthew Zeigler
Sunpointe Investments
Specialties and Expertise
Business Ownership StrategiesSuccession PlanningHigh Net Worth Planning+2
Typical Clientele
Business OwnersHigh Net Worth Individuals+3
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
18 years
Ann Arbor, MI
Matthew Bowden
RFC Financial Planners
Specialties and Expertise
Retirement IncomeBusiness Ownership StrategiesSuccession Planning+2
Typical Clientele
Business OwnersDoctors+4
Pricing Model:
Flat Fee
Number of Clients
300
Years of Experience:
N/A
NASHVILLE, TN
James "Blake" Bowman
Wave Wealth Planning, LLC
Specialties and Expertise
Portfolio ConstructionCash Flow AnalysisTax Minimization Investment Strategies+1
Typical Clientele
New InvestorsBusiness Owners+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 years
Orlando, FL
Brandon Catrett
Ridgeline Private Wealth
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+7
Typical Clientele
Business OwnersWealthy Families+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
5 years