Financial Advisors for Business Owners and Entrepreneurs
Running a business means your personal wealth is directly tied to how well your company performs. That’s why financial advisors for business owners take a holistic approach—helping you manage taxes, optimize cash flow, choose the right retirement plan, and plan your exit. Whether you’re paying yourself for the first time or preparing to sell, these advisors know how to connect your business finances to your long-term goals.
This page features vetted professionals who understand:
Business & personal tax planning
Solo 401(k), SEP IRA, and defined benefit plans
Owner compensation strategies
Cash flow forecasting and reserve planning
Business succession, buy-sell agreements, and exit plans
Entity structure optimization (LLC, S-Corp, etc.)
Risk management and insurance coordination
Investment and diversification strategies beyond the business
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
This page features vetted professionals who understand:
Business & personal tax planning
Solo 401(k), SEP IRA, and defined benefit plans
Owner compensation strategies
Cash flow forecasting and reserve planning
Business succession, buy-sell agreements, and exit plans
Entity structure optimization (LLC, S-Corp, etc.)
Risk management and insurance coordination
Investment and diversification strategies beyond the business
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Financial Advisors
12 Client Reviews
"What I appreciate most is that Chris doesn’t just manage investments — he looks at the full picture, from tax planning to estate considerations. Having someone who can guide me through such a major life transition has been invaluable."
3 Client Reviews
"Excellent, I have worked with Cayden for over a year and he has been very helpful in building a personal financial plan but also navigating difficult financial scenarios."
1 Client Reviews
"Ryan has been instrumental in creating a sustainable financial plan for our family. He took the time to understand what matters most to us and built a customized plan that reflects our values and our short- and long-term goals. Ryan's ability to provide clear, actionable steps has made it easy to implement our plan. Working with Ryan has given us more confidence and a greater sense of control over our finances."
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.
I help high-net-worth families simplify complex wealth, tax, and estate challenges through a highly personalized approach that protects their money, grows it efficiently, and builds lasting confidence in their future.
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Reduce tax, optimize investments, grow preserve and protect your wealth - for generations.
Christian financial advice for young, high-income families, professionals, and business owners who want to steward their resources wisely. We integrate tax-smart planning, investments, and cash flow strategies with Biblical wisdom to help you make confident financial decisions.
Showing 8 of 8 results
How Financial Advisors Help Business Owners and Entrepreneurs
Running a business means your personal finances are deeply tied to your company's success. That’s why business owners and entrepreneurs benefit from working with financial advisors who understand both sides of the equation.
A financial advisor who specializes in working with business owners can help you:
Integrate business and personal finances: Align how much you pay yourself, manage cash flow, and plan for taxes on both fronts.
Minimize taxes: Use entity structure, deductions, and retirement contributions to reduce your tax burden year-round.
Plan for retirement: Whether it’s a SEP IRA, Solo 401(k), or Defined Benefit Plan, they help you choose the right strategy for your stage of growth.
Prepare for an exit or succession: If you plan to sell, transfer, or step away from your business, they’ll guide you through valuation, timing, and tax strategies to protect your wealth.
Diversify your personal finances: Many business owners are overexposed to their business. Advisors can help you build wealth outside of it.
Advisors on Sam’s List who specialize in business owners often collaborate closely with your CPA and attorney to provide coordinated, high-impact advice.
A financial advisor who specializes in working with business owners can help you:
Integrate business and personal finances: Align how much you pay yourself, manage cash flow, and plan for taxes on both fronts.
Minimize taxes: Use entity structure, deductions, and retirement contributions to reduce your tax burden year-round.
Plan for retirement: Whether it’s a SEP IRA, Solo 401(k), or Defined Benefit Plan, they help you choose the right strategy for your stage of growth.
Prepare for an exit or succession: If you plan to sell, transfer, or step away from your business, they’ll guide you through valuation, timing, and tax strategies to protect your wealth.
Diversify your personal finances: Many business owners are overexposed to their business. Advisors can help you build wealth outside of it.
Advisors on Sam’s List who specialize in business owners often collaborate closely with your CPA and attorney to provide coordinated, high-impact advice.
FrequentlyAsked Questions
Should a business owner hire a financial advisor?
Yes—especially if your business income affects your personal finances. A specialized advisor can help reduce taxes, manage cash flow, and plan your long-term exit.
How much does a financial advisor cost for business owners?
Business advisors typically charge 0.5%–1.5% of assets under management, or $1,000–$5,000 for project-based plans. Some offer hourly rates between $150 and $400.
Can a financial advisor help with paying yourself from an LLC or S-Corp?
Yes. They help structure compensation, distributions, and tax-efficient payroll that aligns with your entity type and long-term financial goals.
Is a financial advisor worth it for small business owners?
In most cases, yes. The right advisor can help reduce taxes, increase profitability, and ensure you’re building wealth both in and outside your business.
Not sure who’s right for you as a business owner/entrepreneur? Answer a few quick questions, and we’ll introduce you to someone who fits.
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