Top Financial Advisors for Real Estate Investors | Sam's List
Whether you're managing a few rental properties or scaling a real estate portfolio, working with a financial advisor who understands real estate can protect your assets, reduce your taxes, and optimize your long-term plan. Real estate comes with unique tax rules, irregular cash flow, and complex exit planning—an advisor who specializes in real estate investing can help you make smarter decisions at every stage.
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!
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!
Anywhere
Acuity
Scale confidently – our clients see a 313% higher survival rate.
0 Client Reviews
Requirements
Anywhere
CAPTRUST
CAPTRUST is a leading independent investment research and advisory firm providing comprehensive wealth management services to individuals and institutions.
0 Client Reviews
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Thomas-Kopelman
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.
8 Client Reviews
Requirements
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Scaled Finance, LLC
Meet Kevin Estes, a CERTIFIED FINANCIAL PLANNER™ professional and MBA, dedicated to helping tech professionals and their families live great lives. His work at Amazon and T-Mobile gave him an in-depth understanding of tech compensation packages. Recognizing a lack of financial planning services tailored to his colleagues' needs, he founded Scaled Finance, LLC.
Kevin offers hourly, fee-only financial planning services and has a fiduciary commitment to his clients. He's located near Seattle and serves clients nationwide.
His planning specialties include:
• Equity compensation
• Financial independence
• Real estate
• Education planning
Kevin is also passionate about financial education. He shares valuable resources and insights he gained over the years through regular articles, media quotes, and an 11-session video course designed to help individuals achieve financial independence.
In his personal life, Kevin enjoys bicycling, sailing, and spending quality time with friends and family in the Seattle area.
Schedule a free, no-obligation consultation today!
Kevin offers hourly, fee-only financial planning services and has a fiduciary commitment to his clients. He's located near Seattle and serves clients nationwide.
His planning specialties include:
• Equity compensation
• Financial independence
• Real estate
• Education planning
Kevin is also passionate about financial education. He shares valuable resources and insights he gained over the years through regular articles, media quotes, and an 11-session video course designed to help individuals achieve financial independence.
In his personal life, Kevin enjoys bicycling, sailing, and spending quality time with friends and family in the Seattle area.
Schedule a free, no-obligation consultation today!
0 Client Reviews
Requirements
Anywhere
Matt-Magee, CFP®
Tax-Smart investing for Texans looking to simplify their financial lives.
0 Client Reviews
Requirements
Anywhere
Calculated Wealth
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.
0 Client Reviews
Requirements
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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.
