Financial Advisors for High Net Worth Individuals
High-net-worth individuals (HNWIs) with $1M+ in investable assets need more than investment advice—they need a wealth strategy built to last. This guide features advisors selected for experience in:
Strategic investment management
Tax optimization & mitigation strategies
Estate, gift, and trust planning
Business succession solutions
Philanthropic structuring
Access to private equity, hedge funds & alternatives
Retirement planning & multi-generational wealth transfer
These advisors are fiduciaries—usually CFP® or CFA®—with a proven track record in managing complex wealth.
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!
Strategic investment management
Tax optimization & mitigation strategies
Estate, gift, and trust planning
Business succession solutions
Philanthropic structuring
Access to private equity, hedge funds & alternatives
Retirement planning & multi-generational wealth transfer
These advisors are fiduciaries—usually CFP® or CFA®—with a proven track record in managing complex wealth.
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
"Anthony has been an absolutely incredible partner to work with. He has helped me feel comfortable in my financial health and given me plenty of insightful and actionable advice in both financial planning and investments. In addition to being an amazing financial professional, he is also a very genuine guy. You can definitely tell that he cares about you as a person and individual and wants to see you achieve your best. He’s also LGBTQ+ friendly, which is a big consideration for me. 5 stars all around for Anthony and Dynamic FP."
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."
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 turn complex wealth, tax, and estate challenges into clear strategies that protect their money, grow it efficiently, and give them confidence about the 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.
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.
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 9 of 9 results
What Does a High‑Net‑Worth Financial Advisor Do?
A well-rounded HNW advisor delivers comprehensive and custom financial planning:
Investment Management: Bespoke portfolio construction and dynamic rebalancing
Tax Strategy: Income/loss harvesting, capital gains minimization, and tax-smart drawdown planning
Estate & Succession Planning: Trust structures, wills, family governance, and smooth transitions
Alternative Investments: Access to private deals, real estate, structured products, and hedge funds
Philanthropic Planning: DAFs, charitable trusts, and tax-efficient giving strategies
Integration with Attorneys & CPAs: Coordinated legal, tax, and investment strategies
Investment Management: Bespoke portfolio construction and dynamic rebalancing
Tax Strategy: Income/loss harvesting, capital gains minimization, and tax-smart drawdown planning
Estate & Succession Planning: Trust structures, wills, family governance, and smooth transitions
Alternative Investments: Access to private deals, real estate, structured products, and hedge funds
Philanthropic Planning: DAFs, charitable trusts, and tax-efficient giving strategies
Integration with Attorneys & CPAs: Coordinated legal, tax, and investment strategies
FrequentlyAsked Questions
Q: What counts as high net worth?
Typically, having $1M+ in investable assets qualifies as high net worth. Many advisors set service minimums between $500K–$2M.
Q: What services do advisors offer HNW individuals?
Core services include wealth planning, tax optimization, estate & legacy design, alternative investment access, risk management, and family office coordination.
Q: What credentials should I look for?
Look for CFP®, CFA®, or CPA credentials—plus experience advising clients with multi-million-dollar portfolios and complex family structures.
Q: What are alternative investments?
These include hedge funds, private equity, private credit, real estate syndications, and commodities—often accessible only to accredited or qualified investors.
Q: Do I need a family office?
If your net worth is above $10–25M and you require bill payment, asset custody, or multi-generational planning, a multi-family office may be appropriate. Otherwise, a specialized HNW advisor can usually cover your needs.
Not sure who’s right for you as a high net worth individual? Answer a few quick questions, and we’ll introduce you to someone who fits.
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