0
Client Reviews
0.6% to 1.2%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$3M
Minimum Investible Assets
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
If you have good vibes and between $3M and $30M of assets, you're probably a great client fit for me. If you have a $10M+ upcoming capital gain (business sale, equity from employer, inherited asset, real estate, crypto), that's especially in my wheelhouse.
Clients who wouldNOTbe a good fit
I am not your company's CFO, bookkeeper, or controller. If you have overspending problems, I suggest a financial coach over an advisor.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$3,000,000
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$20,000 to $100,000
Percentage of Assets (AUM)
0.6% to 1.2%
Meeting Options
In person meetings
Phone
Email
Client Portal/Online Platform
Video meetings
About Montebello Avenue
Clients find me to help with 3 problems: - (early) retirement
- huge capital gains
- equity compensation
where we go from there is a mile wide: family, career, insurance, investments, social security, aging parents, trusts, IPOs, liquidity, borrowing, and more.
In other words, a trusted single point of contact for financial matters. Proactive partnerships with tax, legal, and insurance. Fiercely protective of your time and energy.
What you won't find elsewhere:
- voracious explorer of nooks & crannies to find your answers
- crossover of tax & investment expertise
- negotiated flat fees to minimize conflicts of interest
- huge capital gains
- equity compensation
where we go from there is a mile wide: family, career, insurance, investments, social security, aging parents, trusts, IPOs, liquidity, borrowing, and more.
In other words, a trusted single point of contact for financial matters. Proactive partnerships with tax, legal, and insurance. Fiercely protective of your time and energy.
What you won't find elsewhere:
- voracious explorer of nooks & crannies to find your answers
- crossover of tax & investment expertise
- negotiated flat fees to minimize conflicts of interest
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Capital Area Planning Group
2 Client Reviews
"Fantastic - they were knowledgeable, personable, and developed individualized financial plans for each client. Nothing was cookie cutter or off the shelf"
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
