Financial Advisors for HENRYs (High Earners, Not Rich Yet)
Finding the right financial advisor matters when you're among high earners with strong income but little accumulated wealth yet. 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.
21 financial advisors. 57 client reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
- Ryan Johnson, CFP®, BFA™ — 12 reviews
- Pillar Wealth — 10 reviews
- Potrus CPA — 8 reviews
- VDB Wealth — 8 reviews
- Reliant Wealth Advisory — 3 reviews
- Steven Evensen - Gerber Kawasaki Wealth & Investment Management — 3 reviews
- Steward — 3 reviews
- Timeless Wealth — 3 reviews
- 401 Financial — 2 reviews
- CAPTRUST — 1 review
- Carman Kubanda — 1 review
- Drew Feldman, APMA® | WideFrame Wealth — 1 review
- Emory Wealth LLC — 1 review
- Thomas-Kopelman — 1 review
- Bone Fide Wealth
- Concert Financial Planning
- Fortress Financial Partners
- HB Wealth
- Inflection Point Wealth Management
- Tomkiewicz Wealth Management
- True Wealth Group
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"@TKopelman has drastically changed how I view Financial Advisors. He and his team are incredible. Side note: love the podcast, keep up the good work."
— Mark Jordan Murray, 0.0 stars, for Thomas-Kopelman
Frequently asked questions
- Do henrys need a financial advisor?
- HENRYs are high earners with strong income but little accumulated wealth yet, 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 henrys on Sam's List?
- Filter to Financial Advisors who work with henrys, read real client reviews, compare pricing, and contact them directly. There are no referral fees or commissions.