Top advisors focused on founder/business owner 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 recently started or acquired a business, you need an advisor who understands the unique financial challenges founders face, like balancing personal and business finances. Without this focus, advisors might overlook critical tax strategies or cash flow planning that can impact your business growth.
- Business cash flow insight. Look for advisors who analyze your business income cycles and expenses to help manage personal finances alongside.
- Tax strategy alignment. Confirm they integrate business tax planning with your personal tax situation to avoid surprises.
- Exit planning knowledge. Ask how they prepare for business sale or succession, ensuring your financial goals align with your business timeline.
- Risk management focus. Check if they address insurance and liability risks specific to business owners, not just general coverage.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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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 supports managing both personal and business finances. Based in Huntington Beach, CA, he operates independently with a flat-fee structure and is backed by Northwest Asset Management's $3.6 billion in assets under management, providing a customized approach using Modern Portfolio Theory and strategic asset allocation.
Experience: 4 years
Avg account: $1,472,895
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin specializes in advising founders and business owners, leveraging her dual role in financial advising and tax planning to address unique challenges like tax strategy alignment and business cash flow management. Based in Cincinnati, OH, she offers flat-fee and tiered AUM fee structures through Waverly Advisors, LLC, which employs both traditional and alternative investment strategies, providing a blend of personalized and centralized portfolio management.
Experience: 2 years
Avg account: $1,639,930
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Jeffrey P
Series 66
Dacula, GA
Merrill
Jeffrey Park specializes in serving founders and business owners, bringing seven years of experience and expertise in tax-loss harvesting and active portfolio management, which are crucial for managing complex financial situations unique to entrepreneurs. Operating within Merrill, a large firm with diverse managed account programs and strong capital markets support, he offers a structured approach with a 1.10% AUM fee, distinguishing him from advisors at smaller firms or with less integrated resources.
Experience: 7 years
Avg account: $860,085
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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 like SEP and solo 401(k) plans, along with active portfolio management and options strategies. Based in Columbia, SC, he operates independently with 13 years of experience and provides financial planning and portfolio review services at hourly fees capped at $250, distinguishing him through personalized, cost-transparent advisory.
Experience: 13 years
Avg account: $373,429
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Elizabeth B
Series 66
Chicago, IL
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 integrates asset allocation and investment management, distinguishing her from advisors at smaller firms or with less institutional support.
Experience: 26 years
Avg account: $318,381
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