Top advisors focused on family business 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 or manage a family business, you need an advisor who understands the unique challenges of blending family dynamics with business decisions. Without this insight, you risk overlooking conflicts or succession issues that can threaten both your family relationships and business continuity.
- Succession planning insight. Confirm how they help balance family roles and business needs to create a smooth leadership transition.
- Conflict resolution approach. Ask how they navigate family disagreements that impact business decisions, ensuring both sides are heard.
- Tax and estate coordination. Check if they integrate business tax strategies with estate planning to protect family wealth across generations.
- Governance structure guidance. See if they assist in establishing clear rules and roles to separate family and business responsibilities effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edward B
Series 63, Series 65, Series 66
Forest Hills, NY
Merrill
Edward Blatz is well-equipped to assist family businesses with succession planning and estate coordination, leveraging over 40 years of experience and specialties in family business and estate planning. Based in Forest Hills, NY, he operates within Merrill, a large firm, and offers a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a comprehensive approach that integrates tax and philanthropic considerations alongside wealth management.
Experience: 40 years
Avg account: $860,085
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Eric S
Series 66
Peoria, IL
Storehouse Wealth Management, LLC
Eric Scovill specializes in family business financial advising, offering expertise in business exit strategies and charitable giving, which supports complex family business needs like succession and philanthropy. Based in Peoria, IL, he operates independently through Storehouse Wealth Management, which provides multi-family office services and fee-based planning with negotiable fees, distinguishing him by combining personalized consulting with comprehensive wealth management for high-net-worth clients.
Experience: 7 years
Avg account: $241,260
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Robert M
CFP®
Bridgeville, PA
Waldron Private Wealth
Robert Mainello specializes in family business financial advising, offering services like family dynamics, governance, and wealth counseling with flexible fee options including flat fees and monthly retainers. His firm, Waldron Private Wealth, serves high-net-worth clients with a strategic asset allocation approach and diverse investment options, distinguishing him through a blend of family business expertise and comprehensive wealth management tailored to established professionals and those approaching retirement.
Experience: 1 year
Avg account: $10,615,957
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Christian N
Series 63, Series 65, Series 66
Foster City, CA
IEQ Capital, LLC
Christian Nelson's 20 years of experience and expertise in family business and retirement plans for business owners make him well-equipped to address the unique challenges of family business financial planning. Based in Foster City, CA, he works at IEQ Capital, a large firm serving high-net-worth clients with a flat-fee structure and a focus on alternative investments, which may offer a broader range of strategies compared to smaller firms.
Experience: 20 years
Avg account: $24,582,290
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Robert N
Series 65
Minnetonka, MN
FIDERE Advisors
Robert Neuman specializes in family business financial advising, offering expertise in business ownership considerations, estate, and tax planning, which are crucial for managing family business complexities. Based in Minnetonka, MN, he operates independently with a flat-fee structure and brings five years of advisory experience combined with over two decades in the petroleum industry, providing a unique blend of business insight and financial planning.
Experience: 5 years
Avg account: $666,774
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