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Top Financial Advisors for Philanthropic Planning

Philanthropic strategy services that create meaningful charitable impact aligned with your values and goals. Our directory features advisors who develop structured giving plans, evaluate charitable vehicles, and help create lasting philanthropic legacies.
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Works with clients across the US
Requirements:
$50,000 Minimum Investment
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
401(k) & IRA Management
Asset Allocation
College/Education Planning
Wealth Management
Tax Strategy
Social Security Planning
Retirement Planning
Portfolio Rebalancing
Philanthropic Planning
Liquidity & Exit Planning
Investment Management
Insurance Planning
Financial Planning
Family Wealth Transfer
Exit Planning
Estate Planning
Education Planning
Cash Flow Planning
Alternative Investments
Business Succession Planning
Charitable Giving
Debt Management
ESG/Impact Investing
Executive Compensation
Family Office Services
Financial Advice & Coaching
Individual Tax Services
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Real Estate Advisory
Risk Management
Stock Option Planning
Trust Services
Specialities
$0-$250,000Flat Fee
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Works with clients across the US
Requirements:
$500,000 Minimum Investment
We specialize in helping high-net-worth families build a customized Firm Foundation Wealth Strategy™
401(k) & IRA Management
Estate Planning
Financial Planning
Insurance/Risk Management
Asset Allocation
Family Wealth Transfer
Investment Management
Liquidity & Exit Planning
Portfolio Management
Wealth Management
Tax Strategy
Stock Option Planning
Business Succession Planning
Charitable Giving
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Financial Advice & Coaching
Executive Compensation
Risk Management
Exit Planning
Education Planning
College/Education Planning
Insurance Planning
Life Transition Planning
Alternative Investments
Specialities
0.50%-1.00%of AUM fee
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Works with clients around the world
Requirements:
$150,000 Minimum Income, $350,000 Minimum Investment
Custom Wealth Planners is a fiduciary fee-only financial advice and investment management firm in Ankeny, Iowa dedicated to helping individuals and families achieve their financial goals. With over 20 years of experience, our team of Certified Financial Planners™ will work closely with you to develop a personalized plan that aligns with your unique financial situation and future aspirations. We believe in providing transparent and unbiased advice, always acting in your best interest. Contact us today to schedule a consultation and take charge of your financial future.
Cash Flow Planning
Estate Planning
Financial Planning
Insurance/Risk Management
Life Transition Planning
Pension Planning
Portfolio Management
Social Security Planning
Wealth Management
Asset Allocation
Charitable Giving
College/Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Specialities
$4,000-$10,000One-Time Planning Fee
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Works with clients across the US
Requirements:
$750,000 Minimum Income
AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.
401(k) & IRA Management
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
Financial Planning
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Real Estate Advisory
Social Security Planning
Wealth Management
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Specialities
$12,000-$25,000One-Time Planning Fee
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Works with clients across the US
Requirements:
No Minimum
We help athletes and entrepreneurs build and protect wealth.
401(k) & IRA Management
Alternative Investments
Asset Allocation
Business Succession Planning
Charitable Giving
College/Education Planning
Education Planning
Exit Planning
Family Wealth Transfer
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Wealth Management
Social Security Planning
Real Estate Advisory
Portfolio Management
Pension Planning
Life Transition Planning
Insurance/Risk Management
Financial Planning
Financial Advice & Coaching
Family Office Services
Executive Compensation
Estate Planning
Debt Management
Cash Flow Planning
Specialities
$2,500-$10,000One-Time Planning Fee
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Works with clients across the US
Requirements:
$1,500,000 Minimum Investment
I’m Andrew Van Alstyne, a wealth advisor dedicated to helping entrepreneurs, small business owners, and high-net-worth families make smart, strategic financial decisions. Whether you're navigating a financial windfall, scaling a business, or planning for generational wealth, I provide tailored guidance that aligns with your goals. My focus is on empowering you to invest in yourself, your community, and the experiences that matter most—while ensuring your financial future is secure. Unlike traditional advisors, I take a proactive, concierge-style approach to wealth management, so you can make confident decisions and focus on what you do best.
401(k) & IRA Management
Asset Allocation
Estate Planning
Executive Compensation
Family Office Services
Financial Advice & Coaching
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Tax Strategy
Alternative Investments
Business Succession Planning
Cash Flow Planning
Charitable Giving
Exit Planning
Family Wealth Transfer
Trust Services
Specialities
$0-$600Subscription

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