Tax Planning Financial Advisors
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Help With: Tax Planning
Showing 1-8 of 95 advisors
Pittsburgh, PA
Jordan Dunsmore
YTS Wealth Management
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+5
Typical Clientele
InheritorsRetirees+6
Pricing Model:
AUM
Number of Clients
160
Years of Experience:
18 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
Darien, CT
David Koch
Northwestern Mutual
Specialties and Expertise
Alternative InvestmentsWealth Accumulation and Preservation StrategiesHigh Net Worth Planning+5
Typical Clientele
InheritorsUltra High Net Worth Individuals+6
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
25 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
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
Tabernacle, NJ
JOSHUA DUVALL
Duvall Wealth & Tax Planning
Specialties and Expertise
Tax PreparationTax Minimization Investment StrategiesBusiness Ownership Strategies+4
Typical Clientele
RetireesTech Employees+6
Pricing Model:
Flat Fee
Number of Clients
80
Years of Experience:
15 years
Los Angeles, CA
Steven Evensen
Gerber Kawasaki
Specialties and Expertise
Tax Minimization Investment StrategiesPortfolio ConstructionDebt Management+10
Typical Clientele
Tech EmployeesTech Sales+11
Pricing Model:
AUM
Number of Clients
250
Years of Experience:
9 years
Layton, UT
Cameron Taylor
Allegis Financial Partners
Specialties and Expertise
Tax Minimization Investment StrategiesWealth Accumulation and Preservation StrategiesPortfolio Construction+5
Typical Clientele
RetireesTech Sales+6
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
3 years