Jim Frangenberg
Velaris Wealth Partners
North Potomac,
Maryland
Professional Profile
Call Me When
When you need a collaborative partner in wealth management
Professions
Banker
Consultant
Insurance
Wealth Manager
Functional Expertise
Board of Directors (for profit)
Board of Directors (not for profit)
Business development
Business growth
Business management
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Compensation
Corporate finance
Debt
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Intangible assets
Intellectual property
Investments
Lending
Management succession
Mergers
Philanthropy
Private equity
Private placements
Real estate
Retirement
Risk management
Sales
SEC
Sell side/Divestiture
Strategic planning
Tax
Transaction advisory
Trusts
Venture capital
Exit/Transition Planning
Cooperative business models
Business Focus
Collaboration! My goal is to help you look good while affecting a positive outcome for owners.
Professional Certification
CERTIFIED FINANCIAL PLANNER, Certified Exit Planning Advisor
Transition Planning Certification or Methodology
Certified Exit Planning Advisor
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Non-profit
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
Most people come to me feeling overwhelmed or underserved with their finances — and stay because they finally feel understood and in control. My mission is to turn financial complexity into clarity, confidence, and lasting peace of mind.
Tool Provider Relationships
AM&AA
BEI
EPI
What Is My Biz Worth?
Chapter information
Membership
DC Metro
Why I'm a Member of XPX
I believe in the power of a professional network focused on educating, supporting, and empowering business owners.
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