Top financial advisors working with founders and business owners
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 recently started or acquired a business, you need an advisor who understands the unique financial challenges founders face. Without this focus, it's easy to overlook how business decisions impact your personal finances and long-term goals.
- Business cash flow insight. Look for advisors who analyze your company's cash flow to align your personal financial plan with business realities.
- Exit strategy planning. Confirm they help you prepare for selling or transitioning your business, not just managing day-to-day finances.
- Tax implications. Ask how they navigate the complex tax rules that affect business owners, including deductions and entity structures.
- Risk management. Ensure they address both personal and business risks, such as liability and insurance needs, in their advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jared F
Series 65
Huntington Beach, CA
Northwest Asset Management
Jared Fruth specializes in serving founders and business owners, offering expertise in retirement income strategy and active portfolio management, which is crucial for aligning personal finances with business realities. Operating from Huntington Beach, CA, he provides flexible fee options including flat fees and negotiable AUM rates, supported by Northwest Asset Management's $3.6 billion in assets and a fiduciary approach that blends fundamental and technical analysis for diversified portfolios.
Experience: 4 years
Avg account: $1,472,895
-
Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin's experience with private and alternative investments, real estate, and tax-loss harvesting equips her to address the complex financial needs of founders and business owners. Operating from Cincinnati, OH, she offers flat-fee and tiered AUM pricing through Waverly Advisors, LLC, which provides both discretionary and non-discretionary portfolio management, blending centralized and customized strategies across traditional and alternative assets.
Experience: 2 years
Avg account: $1,639,930
-
Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park's experience with Merrill equips him to address the financial complexities faced by founders and business owners, including tax-loss harvesting and active portfolio management. His background as both an executive and founder, combined with Merrill's large-firm resources and diverse managed account programs, offers a comprehensive approach that balances personal and business financial needs, distinguishing him from advisors with smaller firm affiliations or narrower service scopes.
Experience: 8 years
Avg account: $860,085
-
Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. specializes in serving founders and business owners, offering expertise in retirement plans tailored for business owners, active portfolio management, and options strategies, which are crucial for aligning personal and business financial goals. Based in Columbia, SC, he operates independently with 13 years of experience and provides services under an hourly fee structure capped at $250, distinguishing him from advisors with different fee models or less specialized retirement planning knowledge.
Experience: 13 years
Avg account: $373,429
-
Elizabeth B
Series 66
New York, NY
J.P. Morgan Securities
Elizabeth Brown's extensive 26 years of experience and focus on wealth management make her well-equipped to address the financial complexities faced by founders and business owners. Operating within J.P. Morgan Securities, a large firm known for institutional consulting and customized performance reporting, she offers a comprehensive approach that includes asset allocation advice and investment management, differentiating her from advisors at smaller firms or with narrower service scopes.
Experience: 26 years
Avg account: $318,381
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")