Chief Executive Officer

Chief Technology Officer

RIA moves: Waverly extends Pacific Northwest push with McBride Financial Advisors

Alabama-based firm aims to acquire large Pittsburgh money manager

Waverly Advisors Acquires Oregon Wealth Manager Pure Portfolios

Waverly Advisors Acquires Pure Portfolios

Estate Planning Consultant

Waverly Advisors is a client-focused wealth management firm that emphasizes in-depth financial planning. They are seeking an Estate Planning Consultant to review and implement estate planning strategies, ensuring documents align with client goals while collaborating with Wealth Advisors and attorneys.

Howden Private Wealth is a respected independent insurance broker specializing in wealth planning for UHNW individuals globally. The Estate Planning Consultant will develop relationships with Private Bankers and other referral sources to identify and qualify potential prospects for wealth planning and insurance solutions, while also presenting the company's planning concepts to clients.

Functional CFO

Partner

Estate Planning Attorney - Consultant

Talley LLP is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses. They are seeking a Kansas-licensed Estate Planning Attorney for a short-term consulting engagement to review an existing estate plan for legal accuracy and compliance with Kansas statutes.

Kansas Estate Planning Attorney - Consultant

Foundation Partnership Development

Strategic Partner

Senior CPA Consultant-Tax Mitigation and Estate Planning

Wilson Hand LLC is seeking a highly accomplished Certified Public Accountant (CPA) with 15+ years of experience in advanced tax mitigation strategies, financial planning, and estate planning for high‑net‑worth individuals and families. The role involves collaborating with attorneys on complex tax and estate matters, developing tax strategies, and ensuring compliance with federal and state tax laws.

Senior Estate and Tax Planning Consultant

Waverly Advisors is a wealth management firm focused on serving clients and communities with in-depth financial planning. The Senior Estate & Tax Planning Consultant will act as a subject-matter expert in estate and transfer tax planning, collaborating with Wealth Advisors, clients, and legal professionals to design and implement tax-efficient estate planning strategies.

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Estate Planning Consult Attorney

Law Mom, LLC is a heart-centered Estate Planning Firm dedicated to helping families protect what matters most. They are seeking an attorney who is a natural educator and relationship-builder to meet with clients, uncover their goals, and guide them towards effective estate planning solutions.

Law Mom, LLC is a heart-centered estate planning firm committed to helping families protect what matters most. They are seeking an attorney who is a natural educator and relationship-builder to meet with clients, uncover their goals, and guide them toward a planning strategy that brings clarity and peace of mind.

Estate Planning Consultant in united states (1000+)

Estate Planning Consultant

Estate Planning Consultant

Kansas Estate Planning Attorney - Consultant

Senior CPA Consultant-Tax Mitigation and Estate Planning

Senior Estate and Tax Planning Consultant

Estate Planning Consult Attorney

Estate Planning Consult Attorney