Financial Advisors for Executives

Finding the right financial advisor matters when you're among senior leaders juggling equity awards, deferred compensation, and concentrated employer stock. The Financial Advisors listed here build long-term financial and investment plans for these clients, and you can compare their reviews, pricing, and focus side by side on Sam's List.

23 financial advisors. 76 client reviews. Used by 200,000+ business owners and high net worth individuals.

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What clients are saying

  • "Stellar. Team was great, delivered my plan a week ahead of schedule."
    — Matthew Powers, 0.0 stars, for Steward
  • "@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
    — Mike O'Malley, 0.0 stars, for Thomas-Kopelman
  • "I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em becau…"
    — Yev, 0.0 stars, for 5T Wealth Management

Frequently asked questions

Do business executives need a financial advisor?
Business Executives are senior leaders juggling equity awards, deferred compensation, and concentrated employer stock, so working with a financial advisor who understands that situation can save money and prevent costly mistakes. On Sam's List you can compare Financial Advisors by verified client reviews and reach out directly.
How do I choose a financial advisor for business executives on Sam's List?
Filter to Financial Advisors who work with business executives, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.

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