Financial Advisors for Founders & Startup Entrepreneurs

Connect with 8 advisors who specialize in serving founders & startup entrepreneurs. Get expert guidance tailored to your unique financial situation.

8 Advisors

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8 Advisors Found

Adam Dani

Napier Financial

Braintree, Massachusetts

19 years

VirtualIn-Person

I help entrepreneurs untangle the 401k world, and provide high quality retirement plans to their employees.

fee-onlyEmployee Benefits Planning401(k) PlansDefined Benefit Plans+3 more

Alexander WeissCFP®

Napier Financial

Braintree, Massachusetts

18 years

VirtualIn-Person

fee-onlyTax Planning & OptimizationRetirement Income StrategiesEstate Planning+15 more

Chris Hernandez

Strategic Capital Powered by Waterloo Capital

Austin, Texas

18 years

VirtualIn-Person

I help high-earning tech professionals turn equity into lasting wealth and simplify complex financial decisions across taxes, risk, and retirement.

fee-basedFinancial PlanningTax-Loss HarvestingInvestment Management+12 more

Conlin Muller

Ables, Iannone, Moore & Associates

Savannah, Georgia

2 years

VirtualIn-Person

I’m a fee-only fiduciary advisor helping individuals and families reach financial freedom through personalized, conflict‑free wealth management.

Fee-OnlyRetirement PlanningRetirement Income StrategiesInvestment Management+7 more

Gerry BarrassoCFP®, CPA, PFS

United Financial Planning Group LLC

Hauppauge, NY

30 years

VirtualIn-Person

Wealth management, financial planning, advanced tax strategies, & tax prep. A one-stop shop for retirees, biz owners, HNW families, & professionals.

Fee-OnlyFinancial PlanningRetirement PlanningRetirement Income Strategies+27 more

Jeff Crawford

HBW Advisory Services, LLC.

Boise, Idaho

35 years

VirtualIn-Person

We specialize in turning financial anxiety into financial peace.

fee-basedFinancial PlanningRetirement PlanningRetirement Income Strategies+31 more

Landon TroyerCEPA®

WealthPlan Partners

Omaha, NE

16 years

VirtualIn-Person

I give business owners clarity of their total financial picture. Most importantly, how their business plays into this, and how to unlock that value.

Fee-BasedBusiness Planning & StrategyBusiness Exit & Succession PlanningExecutive Compensation+2 more

Richard DaveyCFP®, CPA

Fiduciary Financial Group, LLC

Boise, Idaho

16 years

VirtualIn-Person

Tax-aware CPA advice without the typical "tax-only" tunnel vision. Helping clients understand the true economics of their financial decisions.

fee-onlyFinancial PlanningRetirement PlanningRetirement Income Strategies+30 more

Results are ordered by your selected criteria, then proximity when a location is provided. Paid membership does not influence these results. See Disclosures. Verified means limited checks using public regulatory databases where available and is not a comprehensive background check or credential audit. Verification Disclosures.

Frequently Asked Questions

How many advisors specialize in founders & startup entrepreneurs?

There are 8 financial advisors who specialize in serving founders & startup entrepreneurs. These professionals understand the unique financial challenges and opportunities specific to your situation.

What makes an advisor right for founders & startup entrepreneurs?

Look for advisors with experience serving founders & startup entrepreneurs, relevant credentials, and a proven track record. Qualified advisors should understand your specific financial goals and challenges.

About Financial Advisors

Finding the right financial advisor is crucial for achieving your financial goals. Our platform features 8 advisors who specialize in serving clients in your life stage. These professionals understand the unique financial challenges and opportunities you face, and can provide tailored guidance to help you achieve your goals.