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
Client Reviews
"Exceptional. Cayden is organized, comes to every meeting prepared and has presented a solid plan of actionables that will allow me to reach my financial goals."
PLAN for your future, KEEP more for your family, GROW for generations. Your Investment partner that manages your money like our own while considering taxes, estate, and business strategies. Ask me about Security Backed Lending!
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.
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.
Balance Wealth isn’t just about managing finances; it’s about architecting equilibrium in your life. With our human-centered approach to financial planning, we aim to guide you towards this equilibrium. We’ll join you on your journey where balance, wealth, and a fulfilling life converge. We want to serve good, caring people who want to make a difference in this world and the lives of others – and we value that above the numbers on a page or dollars in an account.
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.
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Find and Connect With Financial Advisors specialized in Business Owners/Entrepreneurs
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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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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.
