Top advisors focused on business financial management in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you run a business, you need an advisor who understands how to manage your company's finances as part of your overall wealth. Without this expertise, you might miss opportunities to optimize cash flow or tax strategies that affect both your business and personal finances.
- Cash flow integration. Look for advisors who connect your business income and expenses with your personal financial goals, not just one or the other.
- Tax strategy alignment. Confirm they consider how business deductions and credits impact your personal tax situation, avoiding surprises at tax time.
- Growth planning. Ask how they help balance reinvesting in your business with your retirement and other long-term plans.
- Risk management. Ensure they address business risks like liability and succession alongside your personal insurance and estate plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amanda F
Series 66
Lexington, NC
Edward Jones
Amanda Fleming specializes in business financial management with a focus on retirement plans for business owners and business ownership considerations, making her well-suited to integrate your company's finances with personal goals. Operating from Edward Jones, a large firm with over 23,000 advisors, she offers a comprehensive range of services supported by a nationwide network, charging up to 1.35% annually, which may differ from smaller firms or fee structures nearby.
Experience: 1 year
Avg account: $246,728
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Thomas I
Series 63, Series 65
San Antonio, TX
Merrill
Thomas Immenschuh specializes in business financial management, offering expertise in executive compensation, concentrated stock management, and business ownership considerations, which are crucial for integrating business and personal finances. Based in San Antonio, TX, he brings 29 years of experience at Merrill, a large firm, and serves mid-career professionals and high earners, charging a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a seasoned approach and comprehensive wealth management resources.
Experience: 29 years
Avg account: $860,085
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Zachary O
CFP®, Series 66
Franklin, TN
CAP Partners, LLC
Zachary Olinger specializes in business financial management, integrating tax planning and retirement strategies to help business owners optimize both personal and company finances. Based in Franklin, TN, he offers flat-fee and asset-based pricing through CAP Partners, LLC, an SEC-registered firm managing over $220 million, and brings 10 years of experience with a long-term, buy-and-hold investment approach, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 10 years
Avg account: $638,246
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Heath B
Series 65
Grand Rapids, MI
Fiduciary Financial Advisors
Heath Biller specializes in business financial management, offering outsourced CFO services with flat fees ranging from $7,200 to $50,000 annually, which can help integrate your business cash flow with personal financial goals. Based in Grand Rapids, MI, he brings four years of experience and a Series 65 designation, working independently at Fiduciary Financial Advisors, a firm known for combining strategic asset allocation with private alternative investments and retirement income strategies.
Experience: 4 years
Avg account: $605,356
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Michael T
CFP®, Series 63, Series 65
St. George, UT
Soltis Investment Advisors, LLC
Michael Turvey specializes in business financial management, integrating wealth management and retirement income strategies to support business owners in St. George, UT. His firm, Soltis Investment Advisors, manages $13 billion using Modern Portfolio Theory and offers flat-fee financial planning, catering to high-net-worth clients with a comprehensive approach that balances business and personal financial goals.
Avg account: $1,344,274
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