Top business Financial Management financial advisors
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 a whole, not just your personal wealth. Without this expertise, you might miss key opportunities to optimize cash flow, tax planning, or growth strategies.
- Cash flow insight. Look for advisors who analyze your business’s income and expenses to help maintain steady operations and avoid surprises.
- Tax strategy integration. Confirm how they coordinate business deductions and credits with your overall tax picture to minimize liabilities.
- Growth planning. Ask how they support scaling your business financially, including funding options and risk management.
- Financial reporting clarity. Ensure they can explain your business’s financial statements in plain terms, so you understand your company’s health.
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 and retirement plans for business owners, making her capable of addressing the financial needs of business clients. Working at Edward Jones, a large firm with over 23,000 advisors, she offers a comprehensive range of investment programs and advisory services, supported by a nationwide network, and charges up to 1.35% annually in program fees, which may differ from smaller firms or fee structures nearby.
Experience: 1 year
Avg account: $246,728
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Thomas H
Series 66
Wayne, PA
Merrill
Thomas Helmig Jr. specializes in business financial management, leveraging 18 years of experience and a Series 66 designation to support business owners in Wayne, PA. Affiliated with Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million and integrates wealth management with family business expertise, making him a strong choice for mid-career professionals and executives seeking comprehensive financial planning.
Experience: 18 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, offering expertise in cash flow insight, tax strategy integration, and growth planning, which are crucial for managing a company's finances effectively. Based in Franklin, TN, he is a CFP®-certified advisor with 10 years of experience at CAP Partners, LLC, an independent firm known for a flat-fee structure and a long-term, buy-and-hold investment approach, serving a diverse client base.
Experience: 11 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 fixed fees ranging from $7,200 to $50,000 annually, which can help businesses optimize cash flow and growth strategies. 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 tactical adjustments and diverse investment strategies.
Experience: 5 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, offering expertise in wealth management, retirement income strategy, and charitable giving, which supports comprehensive business financial oversight. Based in St. George, UT, he operates through Soltis Investment Advisors, a firm managing $13 billion with 76 advisors, providing discretionary investment management and pension consulting, and charges flat fees ranging from $500 to $50,000, catering to high-net-worth clients with a Modern Portfolio Theory-based approach.
Experience: 12 years
Avg account: $1,344,274
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