Top advisors focused on real estate investing 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're investing in real estate, you likely face unique challenges like managing property cash flow, tax implications, and market timing. Without a focused approach, it's easy to overlook how these factors interact, leading to missed opportunities or unexpected costs.
- Cash flow analysis. Ask how they evaluate rental income versus expenses to ensure your properties generate positive returns.
- Tax strategy insight. Confirm they understand deductions, depreciation, and capital gains rules specific to real estate investing.
- Market cycle awareness. A good advisor considers local market trends and timing to help you buy or sell at advantageous moments.
- Financing and leverage. Discuss how they approach mortgage options and debt management to optimize your investment's growth potential.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Edwina M
Series 65
Cincinnati, OH
Waverly Advisors, LLC
Edwina Martin specializes in real estate investing and private alternative investments, offering expertise in tax-loss harvesting and ESG strategies, which can help manage the unique challenges of property cash flow and tax implications. Based in Cincinnati, OH, she operates independently with a flat-fee structure and brings experience as a founder and executive, supported by her role in tax planning and a background in both wealth management and corporate sectors.
Experience: 2 years
Avg account: $1,639,930
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Richard B
Series 63, Series 66
Austin, TX
Charles Schwab
Richard Brandi specializes in real estate investing and multi-state taxation, making him well-equipped to address the complexities of property cash flow and tax strategies for investors. Based in Austin, TX, he brings 33 years of experience and operates within Charles Schwab, a large firm serving high-net-worth clients with a 0.80% annual AUM fee, offering both discretionary and non-discretionary investment guidance.
Experience: 33 years
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Matthew M
CFA®, Series 65
Burlington, VT
One Day In July LLC
Matthew Mc Bride specializes in real estate investing and brings a unique perspective from owning a self-storage business, which may enhance his understanding of property cash flow and market dynamics. His firm, One Day In July LLC, offers a flat-fee structure and focuses on low-cost, passive ETFs with an environmental investing option, distinguishing him from others by combining real estate expertise with sustainable investment strategies and a transparent fee model.
Experience: 3 years
Avg account: $983,464
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Jace H
CFP®, Series 63, Series 66
Hurst, TX
Leo Wealth, LLC
Jace Hart specializes in real estate investing and brings eight years of industry experience, supported by CFP® certification and expertise in private and alternative investments. Operating from Hurst, TX, he offers flat-fee financial planning and independent advice through Leo Wealth, LLC, which serves a diverse clientele with diversified ETF portfolios and systematic single-stock models, distinguishing him from advisors focused solely on traditional investment approaches.
Experience: 8 years
Avg account: $1,870,001
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Marshall B
Series 66
Cabot, AR
Paladin Investment Advisors
Marshall Butler specializes in real estate investing and brings eight years of industry experience, supported by his Series 66 registration. Operating from Cabot, AR, he works with Paladin Investment Advisors, a firm managing nearly $50 million in assets and offering tailored financial planning to individuals and business owners. His independent status and expertise in annuities and options strategies provide a broader investment perspective compared to advisors focused solely on real estate.
Experience: 8 years
Avg account: $107,593
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