Tax Planning Financial Advisors
Showing 1-8 of 93 advisors
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
Scottsdale, AZ
Brendan Ganji
Red Night Capital
Specialties and Expertise
Ultra High Net Worth PlanningWealth Accumulation and Preservation StrategiesTax Minimization Investment Strategies+13
Typical Clientele
RetireesEntrepreneurs+29
Pricing Model:
AUM
Number of Clients
30
Years of Experience:
5 years
Arvada, CO
Michael Hunter
Clearpath Legacy Planning
Specialties and Expertise
Wealth Accumulation and Preservation StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+11
Typical Clientele
High Net Worth IndividualsNew Investors+9
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
Madera, CA
Evon Mendrin
Optometry Wealth Advisors LLC
Specialties and Expertise
Business Ownership StrategiesCash Flow AnalysisDebt Management+3
Typical Clientele
DoctorsBusiness Owners+1
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
10 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
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
Woodland Hills, CA
Ira Zito
Financial Peak
Specialties and Expertise
Portfolio ConstructionTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
35 years