Find a Financial Professional
    for Alternative Investments

    Helps clients invest in assets outside traditional stocks and bonds, such as private equity, hedge funds, real estate, and commodities. 42 vetted professionals offer this service, with practices in Texas, Florida and California. Compare credentials, fees, and minimums, then request an introduction free.

    Kevin Brady

    Kevin Brady

    Wealth Advisor

    MJP Wealth Advisors

    Kevin Brady, CFP®, Wealth Advisor at MJP Wealth Advisors, joined the advisory team in 2018. Kevin works one-on-one with our clients, providing a personal approach to meet their wealth management and financial planning needs. Prior to joining MJP, Kevin was a Branch Manager and Wealth Advisor for Mercer Advisors, a national RIA. Before that, he served as Vice President of Spruce Hill Capital, a boutique RIA in Connecticut. Kevin received a dual Bachelor of Science in economics and finance from Boston College and an MBA from the University of Connecticut. He is a CERTIFIED FINANCIAL PLANNER™ and an Investment Advisor Representative (IAR). In addition, Kevin holds his Series 65 and life and health insurance license in the state of Connecticut. Kevin is active in his community, promoting economic development and vital support for area business leaders and professionals through his role as Chairman on the Fairfield Chamber of Commerce Board of Directors. When he’s not working, Kevin’s top priority is family time. He also enjoys golfing, skiing, and just being outdoors.

    Westport, Connecticut
    FiduciaryCFPAssets Under ManagementNo minimum
    Financial PlanningBusiness Succession PlanningAlternative Investments

    Caleb Huftalin

    Director of Wealth Management

    Ridgeline Private Wealth

    I am a CERTIFIED FINANCIAL PLANNER™ with a mission to guide leaders to implement wise financial decisions that advance their vital purpose. Many business owners miss out on wealth potential because they don’t have time to research unique tax and investment ideas. My team and I guide business owne... how vigilant I am about following through.

    Mesa, Arizona
    CFPAssets Under ManagementNo minimum
    Financial PlanningTax PlanningInvestment Management+4

    Emily O'Connor

    Financial Advisor

    Cerity Partners

    Emily works out of the Boston office of Cerity Partners servicing high-net worth families. She specializes in helping clients navigate markets by making asset allocation and other investment related decisions. She works with a limited number of families and is able to provide highly customized advic... One thing I want my clients to know about me is... I am committed to delivering a small firm feel and customized experience for my clients depsite being part of a large organization.

    Boston, Massachusetts
    Assets Under ManagementNo minimum
    Investment ManagementFinancial PlanningRetirement Planning+4

    David Warshaw

    President

    The WealthPlan LLC

    In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later ...

    Great Neck, New York
    CFPChFCCLUFlat FeeNo minimum
    Financial PlanningTax PlanningInvestment Management+5

    Ryan Graves

    Financial Advisor

    Bemiston Asset Management

    Ryan Graves, CFA started his investment career in the middle of the global financial crisis. Working on the institutional investor side of the business, he gained invaluable insight into using investment management for large entities to meet future obligations. Later, Ryan became an investment str...

    St. Louis, Missouri
    CFAFlat Fee AUMNo minimum
    Investment ManagementFinancial PlanningCash Flow Analysis+3

    Sam Hutchison

    Business Development Consultant

    The Mather Group, LLC

    As a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Sam leads prospective clients through their initial financial analysis. In this role, he helps individuals and families simplify complexity by bringing every part of their financial life, including investment... One thing I want my clients to know about me is: You don’t get one advisor - you get The Mather Group. We deliver personalized financial guidance backed by a full team of specialists who coordinate investment, tax, and estate planning to help you live the life you’ve envisioned.

    Austin, Texas
    CFPAssets Under ManagementNo minimum
    Investment ManagementTax PlanningFinancial Planning+2

    David Bromelkamp

    Financial Advisor

    Allodium Investment Consultants

    Dave Bromelkamp is the founder of Allodium Investment Consultants, where he serves as president and CEO. Dave also serves on Allodium’s Executive Committee and Investment Committee. He has more than 33 years of investment management consulting experience with both institutional and individual invest...

    Minneapolis, Minnesota
    AIFFlat Fee AUMNo minimum
    Investment ManagementTax PlanningCash Flow Analysis+3

    Ryan Adams

    Certified Financial Planner

    Osaic Wealth, Inc

    Our firm has the experience of advising corporate executives by partnering with them to help grow and protect their wealth. We accomplish this through these 5 planning areas: Helping you maximize your dollars. (Cash Flow and Efficient Spending Planning) Helping you grow your dollars. (Investment E...

    Mesquite, Texas
    CFPFlat FeeNo minimum
    Investment ManagementTax PlanningCash Flow Analysis+2

    David Koch

    Financial Advisor

    Northwestern Mutual

    xxx One thing I want my clients to know about me is... xxx

    Darien, Connecticut
    Assets Under ManagementNo minimum
    Investment ManagementTax PlanningAlternative Investments+1

    Noah Wills

    Financial Advisor

    Fortuna Wealth

    Noah Wills is an Financial Advisor that joined Fortuna Wealth in February 2023. Prior to joining Fortuna Wealth, Noah was with Lenox Advisors in NYC for the past 4 years. Noah focuses on guiding clients through all of life’s phases, from implementing investment strategies designed to address their l...

    Boca Raton, Florida
    Assets Under ManagementNo minimum
    Financial PlanningInvestment ManagementCash Flow Analysis+3

    Michael Kroll

    Portfolio Manager

    West End Wealth Management

    Michael is a graduate of Randolph-Macon College, BS and The College of William and Mary, MBA. Most recently, Michael worked as a Partner, Financial Advisor at West End Wealth Management. He was previously employed with Wells Fargo Advisors as Financial Advisor and at MassMutual Life Insurance as a F...

    Richmond, Virginia
    Assets Under ManagementNo minimum
    Financial PlanningInvestment ManagementTax Planning+3

    Jonathan McAlister

    Financial Planner

    Kimery Wealth Management
    Memphis, Tennessee
    CFPFlat Fee AUMNo minimum
    Financial PlanningInvestment ManagementTax Planning+4

    Justin Peek

    Financial Advisor

    PEEK WEALTH
    Carlsbad, California
    CFPAAMSFlat FeeNo minimum
    Financial PlanningInvestment ManagementTax Planning+5

    Brian Salcetti

    CEO, Managing Partner

    Sandbox Financial Partners

    Brian Salcetti, AIF®, CIMA® is the CEO, Managing Partner of Sandbox Financial Partners, a SEC registered firm managing $600 million in client assets and providing financial guidance as a "Fiduciary." Brian and Sandbox Financial continue to evolve as an independent wealth management and financial ...

    Bethesda, Maryland
    AIFCIMA®HourlyNo minimum
    Financial PlanningRetirement PlanningInvestment Management+3

    Jacob Child

    Managing Partner

    Impact Partnership Wealth, LLC

    A dedicated financial planning professional focused on helping individuals and families make confident, informed financial decisions. He works closely with clients to simplify complex financial matters and build personalized strategies designed to protect, grow, and efficiently transfer wealth. Jac... [One thing I want my clients to know about me is:] I treat their financial life with the same care and responsibility as I would my own family's. My goal isn't just to manage money—it's to help clients make confident decisions and build long-term financial security.

    Tysons Corner, Virginia
    Assets Under ManagementNo minimum
    Tax PlanningInvestment ManagementRetirement Planning+3

    Gregory Wendt

    Senior Wealth Advisor ESG & Impact Strategy

    Perigon Wealth Management, LLC

    Since the late 80s, Greg has dedicated himself to evolving impact investing, sustainable development and responsible finance. He serves clients who align their values, wealth, and influence for a better world, leveraging his multidisciplinary education and experiences with leading global institution...

    Santa Monica, California
    CFPFlat Fee Hourly Rate AUMNo minimum
    Financial PlanningInvestment ManagementCash Flow Analysis+2

    Stephen Santangelo

    Founder and President

    Matriarch Wealth Management, LLC

    Matriarch Wealth Management aims to help entrepreneurs, business owners, families and individuals achieve what is meaningful to them. Whether it is developing an investment plan to fund a way of life, preparing before receiving a meaningful gain, or building a legacy that supports future generations...

    Miami, Florida
    CAIACFAAssets Under ManagementNo minimum
    Financial PlanningInvestment ManagementAlternative Investments+1

    D. Vance Barse, CPWA®, AIF

    Wealth Strategist & Founder

    Your Dedicated Fiduciary

    Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across th...

    Prosper, Texas
    AIFFlat FeeNo minimum
    Tax PlanningFinancial PlanningAlternative Investments

    What to look for in a financial professional for alternative investments

    • Direct, ongoing experience with alternative investments, not just a passing mention on their profile.
    • Fiduciary status, so their advice is legally required to serve your interests first.
    • Relevant credentials such as CFP, CFA, CPA, or a designation specific to your situation.
    • A fee structure you understand up front: flat fee, hourly, or a percentage of assets.
    • A minimum investment requirement that matches where you are today.
    • Clear communication and a service cadence that fits how often you want to meet.

    Frequently asked questions

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