Saving Up For A House Financial Advisors
Showing 65-72 of 115 advisors
Richmond, VA
Michael Kroll
Thompson, Siegel, & Walmsley
Specialties and Expertise
Ultra High Net Worth PlanningEndowments & CharitiesPortfolio Construction+7
Typical Clientele
Ultra High Net Worth IndividualsHigh Net Worth Individuals+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Glenview, IL
Phil Telpner
Breakout Private Wealth
Specialties and Expertise
Cash Flow AnalysisCollege PlanningHigh Net Worth Planning+2
Typical Clientele
InheritorsReal Estate Agents+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
20 years
Bethesda, MD
Brian Salcetti
Sandbox Financial Partners
Specialties and Expertise
Retirement IncomeHigh Net Worth PlanningBusiness Ownership Strategies+3
Typical Clientele
Business OwnersWealthy Families+15
Pricing Model:
Hourly
Number of Clients
N/A
Years of Experience:
21 years
Broken Arrow, OK
Rick Silman
Edward Jones
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesHigh Net Worth Planning+2
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
3 years
New York, NY
Jordan Cohen
KBK Wealth Management
Specialties and Expertise
Cash Flow AnalysisSuccession PlanningDebt Management+5
Typical Clientele
New InvestorsTech Employees+11
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years
Denver, CO
Alec Quaid
American Portfolios Denver
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+2
Typical Clientele
New InvestorsRetirees+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Rockford, IL
Steve Hofmann
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:
17 years
Los Angeles, CA
Steven Evensen
Gerber Kawasaki
Specialties and Expertise
Cash Flow AnalysisDebt ManagementPortfolio Construction+5
Typical Clientele
New InvestorsTech Employees+3
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
6 years