Top advisors focused on business ownership considerations 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 own a business or are planning to start one, you need an advisor who understands how your business decisions affect your personal finances. Without this insight, you might miss tax-saving opportunities or mismanage cash flow between your business and personal accounts.
- Integrated financial planning. Look for advisors who connect your business income, expenses, and growth plans with your personal financial goals.
- Tax strategy alignment. Ask how they help you navigate business tax deductions, credits, and retirement contributions to optimize your overall tax situation.
- Exit and succession insight. Confirm they can guide you through selling your business or passing it on, considering both financial and family implications.
- Risk management focus. Ensure they address business-related risks like liability, insurance, and income protection alongside your personal coverage needs.
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, making him well-suited to help business owners integrate their business and personal financial goals. With 12 years of experience at Thrivent Investment Management, a large firm offering dedicated planning services and holistic, goal-based analyses, he provides comprehensive written recommendations without discretionary trading authority, distinguishing him from advisors who may offer more limited or discretionary planning options.
Experience: 12 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-suited 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's 23 years of experience and expertise in business ownership considerations make him well-equipped to address the financial complexities faced by business owners in the US. 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 retirement plans, distinguishing him from advisors with narrower focuses.
Experience: 23 years
Avg account: $160,496
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Daniel M
Series 63, Series 65
Canfield, OH
Merrill
Daniel Memo specializes in business ownership considerations, offering integrated financial planning that connects business income and growth with personal financial goals, including retirement plans tailored for business owners. With 26 years of experience at Merrill, a large firm, he serves high earners and executives, charging a 1.10% AUM fee for managed strategies under $2 million, which may suit mid-career professionals seeking seasoned guidance in the US.
Experience: 26 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 integrated financial planning that connects business income and growth with personal goals, which is crucial for owners managing complex financial landscapes. Based in Denver, she is a CFP®-certified advisor at Impactfolio LLC, a firm managing $289 million with a focus on ESG investing and discretionary management, serving high-net-worth clients with a $7,500 annual retainer for accounts under $3 million.
Experience: 17 years
Avg account: $2,274,742
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