Real estate investors
Real-estate investing is its own planning sub-discipline. Specialty advisors here work fluently with 1031 exchanges, cost segregation, depreciation recapture, opportunity-zone funds, REIT versus direct holdings, financing structures, and the entity decisions that determine how a real-estate portfolio interacts with the rest of a household's plan. Relevant for landlords, syndicators, and families with concentrated real-estate wealth.
Advisors with depth in real estate investors
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Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
est. 2025 -
Arynton Hardy
I work with tech employees, founders, and high-performers navigating equity, liquidity events, and non-traditional income.
est. 2020 -
Balance Wealth
We handle the heavy-lifting of navigating investment, tax, estate and financial planning so you can focus on the things that you love with the people you love.
est. 2012 -
Ballast Rock Private Wealth
Comprehensive and bespoke wealth management with curated access to private investments.
est. 2022 -
Baskets Capital
Custom portfolio management catered to outperform the market. We believe in the power of creating true investment portfolios for every client that are completely customized. Our Mission: We want to walk with every client to understand and cater to every individual investment need. With each step we hope to show clients how to invest, spend and gift what they have been given so that there are Baskets left over for others.
est. 2021 -
Brian Seymour
Guiding First-Generation Wealth Builders
est. 2023 -
Capital Area Planning Group
We offer financial planning and investment management services to senior managers and executives in tech.
est. 2024 -
CAPTRUST
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
est. 1997 -
Certified Exit Planners
We increase your company value by 72% to prepare for a sale
est. 2018 -
Cody Murray
Fee only fiduciary financial planning firm working with business owners.
est. 2022 -
Cory Smith
Financial life planning for business owners and the childfree community.
est. 2024 -
Define Financial
Tax-smart retirement planning for investors with a $2MM+ nest egg.
est. 2014 -
Eric Ross
Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life.
est. 2022 -
Focused Founders Wealth Planning
Financial Advice for Millennial and Gen X Entrepreneurs with ADHD
est. 2024 -
Garrett Chmiola
Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee
est. 2003 -
Ian Weiner, CFP(R), CEPA
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
est. 2019 -
Intersecting Wealth
The intersection of financial planning, investment management, and life plans for high performers.
est. 2024 -
James White, Jr
Wealth advisory services for high-earning CRE Professionals.
est. 2024 -
Joe Ciliberti, CFP®
Helping Families & Business Owners Plan Retirement and Major Liquidity Events
est. 2012 -
Joel Cundick
I am part of a team that transforms personal and financial dreams into goals, and goals into reality, working to build one million ideal futures for our clients, our team, and the communities we serve.
est. 1986 -
Justin May
Tax-focused wealth management for executives & founders
est. 2010 -
Kevin Estes
Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives.
est. 2022 -
Liberty One Wealth Advisors
Tax-efficient Wealth Management for high-income ($500k+) executives
est. 2021 -
Matt-Magee, CFP®
We take your personal finances personal.
est. 2021 -
Moment Private Wealth
We help athletes and entrepreneurs build and protect wealth.
est. 2021 -
Patrick Cicchetti
I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business.
est. 2024 -
Phillip Durbin
I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures.
est. 2024 -
Priority Tax & Financial Planning
Helping individuals and small business professionals convert high income to high net worth.
est. 2009 -
ProsperPlan Wealth
Guiding your family’s wealth
est. 2024 -
Retirement Matters, Inc.
You've worked hard to prepare for retirement. Retirement Matters will guide you through that transition and partner with you as you live out those dreams.
est. 2013 -
Robert Jeter
Modern Tax & Retirement Expertise
est. 2024 -
Robinson Crawford
Real, personal, specialized wealth management for families with $3M-$30M in assets run by Robinson Crawford, CFP®.
est. 2017 -
Rora Wealth
Financial advice for startup founders and tech employees with equity compensation.
est. 2018 -
Seth Shepherd
"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance.
est. 2024 -
Steward
A modern estate planning firm combining technology with expert attorney support
est. 2024 -
Taylor Turner
Niche, comprehensive financial planning for high-achieving real estate professionals and other specialists.
est. 2024 -
Thomas-Kopelman
We help high net income/ high worth business owners manage their entire financial life.
est. 2021 -
Thompson Family Office
Putting the clients goals and objectives first and foremost.
est. 1990 -
Titan
Award-winning modern wealth management firm for high earning professionals.
est. 2018 -
Tony Escobar
Purpose-based financial planning for your business and personal needs.
est. 2014 -
Trey Gevers
Helping Tech Employees reduce taxes, build wealth, and retire confidently
est. 2005 -
Truvize Financial Planning
Experienced entrepreneurs helping business owners pay less in taxes and build wealth.
est. 2017 -
Womack Financial
Your personal wealth manager, advising on and managing both public and private investments.
est. 2011
Related structured lists
Related specialties
Audiences this specialty commonly serves
- Real estate investors
- High earners