Top advisors focused on key person insurance & risk mitigation 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 your business depends heavily on one or a few key employees, you need to protect against the financial risks their loss could cause. Without proper coverage, your company might face unexpected costs or operational disruptions that could threaten its stability.
- Risk assessment focus. Look for advisors who evaluate how losing a key person would impact your revenue, operations, and growth plans.
- Policy structuring expertise. Confirm they understand different insurance types and can tailor coverage amounts and terms to your business needs.
- Integration with business planning. Ask how they coordinate insurance strategies with your succession and contingency plans to ensure seamless protection.
- Claims and payout guidance. Ensure they provide clear advice on how benefits are triggered and used to support your company during transitions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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George L
Series 63, Series 66
Apex, NC
BSG Advisers
George Leisure specializes in key person insurance and risk mitigation, making him well-equipped to help businesses protect against financial risks from losing key employees. His 12 years of experience, flat-fee structure, and focus on business succession planning and retirement plans for business owners distinguish him from others, while his independent status and tailored approach at BSG Advisers offer personalized strategies integrating insurance with broader business planning.
Experience: 12 years
Avg account: $500,428
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Daniel T
CFP®, ChFC®, Series 66
Metairie, LA
Edward Jones
Daniel Toro Jr. specializes in key person insurance and risk mitigation, offering tailored strategies that integrate with business succession planning to protect companies reliant on key employees. With 13 years at Edward Jones, a large full-service firm, he serves diverse professionals including military veterans and business owners, charging up to 1.35% annually, which may suit clients seeking comprehensive support alongside insurance expertise.
Experience: 13 years
Avg account: $246,728
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Veska K
Series 66
Chevy Chase, MD
ACI Group
Veska Kita specializes in key person insurance and risk mitigation, making her well-equipped to assess and structure policies that protect businesses reliant on key employees. With 24 years of experience and a Series 66 designation, she offers comprehensive financial and business planning through ACI Group, which serves high-net-worth clients and corporations with discretionary portfolio management and a mix of fundamental and technical analysis.
Experience: 24 years
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Anthony K
CFP®, Series 63, Series 65
Crivitz, WI
Circle R Wealth LLC
Anthony Krance specializes in key person insurance and risk mitigation, making him well-suited to help businesses protect against financial risks from losing key employees. As a CFP®-certified independent advisor with 17 years of experience, he leads Circle R Wealth LLC in Crivitz, WI, offering tailored insurance strategies alongside retirement and business exit planning, with a 0.77% AUM fee and a focus on small business funding and tax planning.
Experience: 17 years
Avg account: $331,827
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Jonathan P
CFP®, Series 63, Series 66
Ashburn, VA
Different Investments, LLC
Jonathan Peyton's 21 years of experience and CFP® certification equip him to address key person insurance and risk mitigation effectively, especially for executives and business owners. His firm, Different Investments, LLC, offers flat-fee financial planning and discretionary investment management, serving high-net-worth clients with tailored portfolio strategies, which distinguishes him from others by combining insurance expertise with comprehensive wealth management and business consulting experience.
Experience: 21 years
Avg account: $429,969
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