Helps business owners prepare to transfer leadership and ownership when they retire, sell, or step away. 17 vetted professionals offer this service, with practices in Maryland, Texas and New York. Compare credentials, fees, and minimums, then request an introduction free.
Financial Advisor
Wharton Investment ConsultantsStuart focuses on providing wealth management strategies to individuals, families and women in transition who are planning for, or currently experiencing, a life event, such as retirement, loss of a loved one, job change or sudden financial windfall.
Financial Planner
Continuum Planning PartnersKnowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Managing Partner
Rockstone CapitalAndres has been in the financial services industry since 2019, specializing in investment management, retirement planning, wealth preservation, business planning, and Special Needs planning. Throughout his career, Andres has helped countless individuals and families navigate complex financial landscapes, providing personalized strategies tailored to their unique goals and aspirations. Philosophy and Approach: Driven by a belief in transparency, integrity, and client-centric service, Andres is dedicated to building long-lasting relationships based on trust and mutual respect. He understands that each client has distinct financial objectives and challenges, and he is committed to delivering customized solutions that align with their needs and aspirations. Why Choose Ledesma Capital Partners? With Andres at the helm, LCP offers unparalleled expertise, white glove personalized service, and a steadfast commitment to helping clients achieve their financial goals. Andres and the entire team are dedicated to guiding you toward a brighter financial future, every step of the way. Andres is married to his beautiful wife Paola. They are parents to Camila, and another baby girl whom is set to have her arrival in April. Apart from spending time with his family, he enjoys a round of Golf, and watching sports with friends.
Financial Advisor
Heritage Business StrategiesI grew up in a four-generation family business that didn't survive to my generation. Good planning, bad planning, divergent technologies, and independent pieces of legislation, are a number of things that drove the family business out. Because of this, I have spent the last 30 years working with business owners helping them make sure what happened to my family's business doesn't happen to them. As an Investment Adviser Representative for Eagle Strategies LLC, a Registered Investment Adviser, and as a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, I work hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate. I also assist in insurance risk management, portfolio management, and most importantly having meaningful relationships with people that love their family, their community, and like to have fun.
Founder & Wealth Advisor
Mitlin FinancialI founded Mitlin Financial in 2004, a company named in memory of my wife’s grandfather, Mitchell, and my mother, Linda. My Mom is more than just the LIN in Mitlin, she is the reason I do what I do. As a teen I watched my parents struggle with their finances as she battled breast cancer for over a decade, it became my driving force You can hear more of the Mitlin story in episode 1 of the Mitlin Money Mindset™ As Mitlin Financial's Founder and lead wealth advisor, I drive planning and asset management services, as well as business development, for the firm. Your needs are my number one priority. ™’™™–™© ™™ž™™ž ™®™¤™ª ™™ž™™¤™™©™™¤™™™™–™© ™™—™§™¤™ª™œ™—™œ™© ™®™¤™ª™Ÿ™¤™® this is the question I ask every guest on the Mitlin Money Mindset™A podcast that’s all about getting your mind right when it comes to all things money. In each episode, we go deep with engaging guests who provide tangible takeaways and a whole lot of joy along the way. Financial literacy is an area I am passionate about; it is important to me that you understand the information I am relaying .You will feel like family in Mitlin's offices as I am proud to be serving the second and third generations. I have seen first-hand how strong financial habits, instilled in parents, children, and grandchildren, can impact a family’s wealth and wealth stewardship for generations. I am incredibly proud to have been named to the Investopedia 100 Top Advisors in 2021, and even more humbled to make their Top Ten list for 2022.* It is a true honor to be named with so many working to make an impact in the profession. I am also honored to have been recognized by ThinkAdvisor as a Luminaries 2022 Finalists in the Thought Leadership Category. I am an active volunteer for the National Board of the American Foundation for Suicide Prevention. My family has raised more than $1.7 million dollars via the Keith Milano Memorial Fund in memory of my’s brother-in-law. My work earned me an Invest in Others Community Service Finalist award. I am an avid New York Rangers fan. Denise and I travel frequently to watch our sons play ice hockey.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor *Advisors who wished to be ranked self-submitted or peer-submitted answers to questions compiled by Investopedia. Rankings were determined based on engagement on social media primary contribution to professional industry websites & their focus on financial literacy
Founder & Financial Advisor
Silverstone FinancialI fell in love with financial advising after helping my friends and family with their investing questions. I earned my Bachelor's degree from Towson University and am pursuing my Master's degree in Personal Financial Planning. I started my career at a boutique wealth management firm in Maryland, eventually deciding to start my own firm during the pandemic. As a strong believer in the Fee-Only Fiduciary movement, I founded Silverstone Financial to be able to serve my clients the right way. Please learn more about why it is important to work with a fee-only fiduciary advisor on my website. As a fee-only fiduciary financial advisor, I enjoy helping individuals, families, and businesses by educating, advising, and preparing them for their financial futures. I hope to continue to use what I know to better the lives of others and bolster their financial confidence. I look forward to meeting you and helping you achieve your financial goals.
Wealth Advisor
MJP Wealth AdvisorsKevin 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.
CIO
Parisi CapitalI'm the founder and CIO of Parisi Capital LLC. It is my sincere approach to building long-term relationships and my genuine empathy that distinguishes me amongst his peers. I have extensive training in portfolio management, financial planning, and retirement planning. I began my career as a Financial Advisor at Morgan Stanley. I leveraged my experience working with high net worth families to advise on traditional and alternative investment opportunities. I oversee each client’s asset allocation and custom investment portfolio construction. I focuses on cost effective and tax efficient investment strategies. I graduated from Rutgers Business School with a Bachelor of Science Degree in Finance.
Financial Advisor
KBK Wealth ManagementJordan Cohen is a financial planner who joined KBK Wealth Management in 2022. Jordan provides holistic advice to individuals and families on all financial planning matters including investment management, retirement planning, insurance and risk management, tax planning, estate and wealth transfer planning, and general goals-based financial planning. Jordan also advises small and mid-sized organizations on group retirement and insurance benefits. Jordan is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Adviser Representative holding FINRA Series 7 and 66 registrations, and is a licensed insurance broker for life, disability, long-term care, health, and accident insurance. Prior to KBK, Jordan spent four years as a financial advisor with Equitable Advisors and Lenox Advisors. Jordan is a Finance major and earned his Bachelor of Science in Business from the Kelley School of Business at Indiana University. During his studies, Jordan participated in the Charles Schwab Wealth Management Workshop program, and also spent a semester in London interning for St. James’s Place Wealth Management, a premier UK wealth management firm. Jordan lives in Manhattan and enjoys his short commute to the office. As a lifetime NYC-area resident, Jordan is a big New York sports fan and enjoys attending and watching games. Outside the office, Jordan also enjoys staying active and working out, trying new restaurants, traveling, and spending time with friends and family. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CT, FL, IA, MA, NJ, NY, OH. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Founder
Calculated WealthI partner with growth-minded individuals and their families to facilitate financial stewardship through wealth planning. Empowering these families to connect their why to their wealth so they can make smart financial decisions. Our wealth planning process is designed to navigate the intersection of life and math. This is best for helping you navigate life’s transitions. Life transitions include the known (e.g. retirement, end of life, etc.) and the unknown (e.g. tax policy changes, life just happening, etc.) You can partner with us for wealth planning only or as part of our full service-wealth partnership.
Wealth Advisor
Snider Financial GroupJoe joined Snider Financial Group as a Wealth Advisor in 2017. Joe’s experience in the industry started as a Financial Advisor in 2007. He has worked on large teams throughout his career focusing on comprehensive financial planning and investment management for individuals, high net worth families, business owners and institutional clients. Joe is a Washington state native who graduated from the University of Washington in Seattle with a B.A. in Business Administration at the Michael G. Foster School of Business in 2002. In 2008, Joe earned the designation of Chartered Retirement Planning Counselor (CRPC®), from the College for Financial Planning. In 2019, Joe earned the designation of Accredited Portfolio Management Advisor (APMA®), also from the College for Financial Planning. Joe is Life, Disability, Variable Life and Variable Annuity licensed. Joe and his wife Jennipher, a registered nurse at Harborview Medical Center, reside in Issaquah, WA, along with their two daughters, London and Everly. Joe values his time spent with family more than anything and embraces all the wonders and activities that the Pacific Northwest has to offer. *CRPC® conferred by College for Financial Planning ** APMA® conferred by College for Financial Planning
Financial Services Registered Rep.
Avant Huston Financial GroupKnowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Financial Professional
Strategic Financial GroupPreparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
CEO & Founder
Blue Ocean Global WealthMarguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.Rita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor®, Retirement Income Certified Professional®, and a Chartered SRI Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves on the Board of Directors for CFP Board. In 2022, she was named the #4 Most Influential Financial Advisor in the Investopedia Top 100. She was named a “Woman to Watch” by Investment News in 2017.
Financial Advisor
WestPoint Financial GroupNick Otto is a Financial Advisor with WestPoint Financial Group. As a Financial Advisor, it is Nick's passion to help clients build and maintain a strong financial future by developing, implementing and monitoring investment strategies in the areas of retirement planning, college planning and business owner's unique needs. Nick received a Bachelor of Science in Education, with an emphasis in Social Studies from Miami University in Oxford, Ohio. Prior to entering the Financial Services Industry, Nick taught Middle and High School Social Studies, as well as Personal Finance and Basic Economics. Nick has been a Financial Advisor since 2014. He is committed to developing professionally through continued education. He earned his FSCP designation in 2015, his CFP designation in 2019, and his ChFC in 2020. Additionally, Cincinnati Magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria. In 2019, 2020 and 2021, Nick has been named one of Cincinnati's Five Star Wealth Managers*. He is very proud to be included in a select group of wealth managers to receive this title. In his free time, he enjoys hiking, traveling, and spending time with his wife and four children. *The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
Financial Advisor
Stratus Wealth AdvisorsSam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management (which has since grown into Stratus Wealth Advisors) in July 2013 to provide goals-based investment management to individuals and small businesses. As the firm grew, an increasing number of small business clients sought Sam’s advice on their own business growth issues, including valuation, tax strategy and M&A. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve his business clients.Sam earned his BA in Economics from Loyola University in Maryland and his MBA from the University of Maryland's Robert H. Smith School of Business. Prior to forming Stratus, Sam worked in trading and research at two investment banks, where he became a CFA Charterholder, and was an economic consultant analyzing structured financial products and other fixed income securities.Sam and his wife Sara live in Kensington, Maryland, with their sons Felix and Finn. In his free time, Sam gives back to his community by coaching swimming in the DC area and is an avid fly fisherman.
Financial Services Professional
Tide Creek Financial GroupI am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you: * Define your personal financial goals * Develop a financial strategy that can help you achieve these goals * Suggest suitable products and solutions based on your own tolerance for risk and your time-frame * Implement your strategy with products and services that help meet your needs. Mike offers total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in: * Retirement analysis and programs * Estate strategies * Employee benefit and retention services * Business continuation strategies I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
High net worth financial planning is not just about wealth accumulation—it’s about safeguarding that wealth and ensuring it endures for generations.
By treating your financial life as a unified whole, you can identify potential pitfalls and opportunities before they arise.
Minimizing your debt burden is critical to achieving your financial goals and ensuring long-term stability.