Top business ownership considerations 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 own a business, you need an advisor who understands how your company affects your personal finances and long-term goals. Without this insight, you might miss tax-saving opportunities or mismanage cash flow between your business and personal accounts.
- Business structure knowledge. Confirm they understand how different business types impact your taxes and retirement options.
- Cash flow integration. Ask how they help balance your business income with personal spending and savings.
- Exit planning insight. Check if they guide you through selling or transitioning your business to maximize value.
- Risk management focus. See if they address insurance and liability issues unique to business owners.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jeremy R
Series 63, Series 66
Minneapolis, MN
Thrivent Investment Management
Jeremy Roets specializes in business ownership considerations, offering expertise in how business structures impact taxes and retirement options, which is crucial for business owners managing personal and company finances. Based in Minneapolis with 12 years of experience at Thrivent Investment Management, a large firm known for dedicated planning services and holistic, goal-based analyses, he provides comprehensive written recommendations without discretionary trading authority, distinguishing him from advisors with different firm sizes or approaches.
Experience: 13 years
Avg account: $162,801
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Austin N
Series 63, Series 66
Oskaloosa, IA
Edward Jones
Austin Norris specializes in business ownership considerations, including retirement plans for business owners and exit strategies, making him well-equipped to address the financial complexities of business owners. With 21 years of experience at Edward Jones, a large full-service firm managing over $1 trillion in assets, he offers a program fee up to 1.35% annually and brings personal business ownership experience in real estate and construction, providing practical insights beyond typical advisory roles.
Experience: 21 years
Avg account: $246,728
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Erkki P
Series 63, Series 65
Ann Arbor, MI
Concorde Asset Management, LLC
Erkki Peippo specializes in business ownership considerations, leveraging 23 years of experience and expertise in retirement income strategy and tax-loss harvesting to address the unique financial needs of business owners. Operating from Ann Arbor, MI, he offers flat-fee and asset-based fee structures through Concorde Asset Management, which employs a model-based portfolio approach and serves a diverse client base including corporate and charitable clients, setting him apart with comprehensive investment management options.
Experience: 23 years
Avg account: $160,496
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Daniel M
Series 63, Series 65
Canfield, OH
Merrill
Daniel Memo is well-equipped to assist business owners with their financial needs, offering expertise in business ownership considerations, retirement plans for business owners, and equity compensation strategies. With 26 years of experience at Merrill, a large firm, he serves mid-career professionals and high earners, charging a 1.10% AUM fee for managed strategies under $2 million, which may suit clients seeking seasoned guidance within a substantial firm environment.
Experience: 27 years
Avg account: $860,085
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Julie M
CFP®, Series 66
Denver, CO
Impactfolio LLC
Julie Mcdaniel specializes in business ownership considerations, offering expertise in cash flow management and estate planning, which is crucial for business owners balancing personal and company finances. Located in Denver, she is a CFP®-certified advisor at Impactfolio LLC, an independent firm managing $289 million with a focus on ESG-integrated asset allocation, serving high-net-worth clients with flexible fee options including hourly and retainer fees.
Experience: 17 years
Avg account: $2,274,742
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