Starting a Business

Fund Your Business Dream

Advisors who help entrepreneurs balance business risk with personal financial security.

Starting a business impacts your entire financial picture. Find advisors who help you protect your family while pursuing your entrepreneurial dreams.

Find Advisors

Starting a Business Consultation

Connect with advisors who specialize in helping clients starting a business.

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Advisors Who Specialize in Starting a Business

Top-rated advisors with experience guiding clients through this life event

Michael Johnson

Johnson Wealth Advisors

Fiduciary
4.4 (106)
Retirement PlanningVerified
Michael Johnson
Georgia,

Fee Structure

Fee-Based

Min. Assets

$500,000

Experience

10 years

Response Time

Within 1 hour

Certifications

CFPRICPChFC

Primary Focus

comprehensive financial planning

Sarah Brown

Brown Financial Group

Fiduciary
4.7 (117)
Retirement PlanningVerified
Sarah Brown
Georgia,

Fee Structure

Fee-Only

Min. Assets

$100,000

Experience

17 years

Response Time

Same day

Certifications

CFPRICPChFC

Primary Focus

retirement income strategies

Michael Johnson

Johnson Wealth Advisors

Fiduciary
4.4 (83)
Retirement PlanningVerified
Michael Johnson
South Carolina,

Fee Structure

Fee-Only

Min. Assets

$1,000,000

Experience

19 years

Response Time

Same day

Certifications

CFPRICPChFC

Primary Focus

comprehensive financial planning

Sarah Brown

Brown Financial Group

Fiduciary
4.7 (94)
Retirement PlanningVerified
Sarah Brown
South Carolina,

Fee Structure

Commission-Based

Min. Assets

$250,000

Experience

26 years

Response Time

Within 1 hour

Certifications

CFPRICPChFC

Primary Focus

retirement income strategies

Michael Johnson

Johnson Wealth Advisors

Fiduciary
4.4 (106)
Retirement PlanningVerified
Michael Johnson
Florida,

Fee Structure

Fee-Based

Min. Assets

$500,000

Experience

10 years

Response Time

Within 1 hour

Certifications

CFPRICPChFC

Primary Focus

comprehensive financial planning

Sarah Brown

Brown Financial Group

Fiduciary
4.7 (117)
Retirement PlanningVerified
Sarah Brown
Florida,

Fee Structure

Fee-Only

Min. Assets

$100,000

Experience

17 years

Response Time

Same day

Certifications

CFPRICPChFC

Primary Focus

retirement income strategies

Financial Planning for Starting a Business

Key Considerations

  • Understand the financial implications of this life change
  • Find advisors with relevant experience
  • Verify fiduciary status and fee transparency
  • Check for specialized certifications
  • Ensure alignment with your timeline and goals

What to Expect

  • Comprehensive financial assessment
  • Action plan specific to your situation
  • Ongoing support through the transition
  • Clear communication and transparency
  • Coordination with other professionals as needed