Top advisors focused on airline pilot in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're an airline pilot, your financial planning needs to account for unique income patterns, retirement timing, and benefits that differ from typical careers. A common mistake is treating your financial plan like a standard 9-to-5 job, which can overlook critical factors like variable schedules and early retirement options.
- Flight schedule impact. Ask how they incorporate irregular work hours and potential furloughs into your cash flow and savings plan.
- Retirement timing. Confirm how they model your retirement age, considering airline-specific pension plans and early retirement possibilities.
- Benefit optimization. Inquire about their approach to maximizing airline-specific benefits like travel perks and union-related retirement options.
- Tax considerations. Discuss how they handle tax planning given your unique income sources, including per diem allowances and variable pay.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erin K
Series 63, Series 66
Folsom, CA
Allworth financial, L.P.
Erin Kincheloe's extensive 28 years in financial advising and her background as an airline pilot equip her to address the unique financial challenges faced by pilots, including irregular income and retirement planning. Operating within Allworth Financial, a large firm offering flat-fee services ranging from $1,500 to $30,000, she combines active portfolio management and sustainable investing strategies, providing a seasoned approach distinct from other advisors in the US.
Experience: 28 years
Avg account: $1,119,636
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Peter S
Series 63, Series 65
Milwaukee, WI
Oarsman Capital, Inc
Peter Schumacher specializes in financial planning for airline pilots, addressing unique retirement income strategies and income planning tailored to their variable schedules and benefits. With 34 years of experience and a focus on tax-loss harvesting and active portfolio management, he offers a comprehensive approach through Oarsman Capital, an independent firm emphasizing long-term equity investing and tax-aware management, suitable for high-net-worth clients seeking personalized advisory services in Milwaukee.
Experience: 34 years
Avg account: $1,732,454
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Michael W
Series 65
Schertz, TX
Targeted Wealth Solutions
Michael Whyte's dual experience as a commercial pilot and financial advisor uniquely positions him to address the financial complexities airline pilots face, such as irregular income and retirement timing. His firm, Targeted Wealth Solutions, offers a flat annual fee of $5,200 for comprehensive planning and portfolio management up to $500,000, utilizing a Modern Portfolio Theory approach with ETFs and active option strategies, which may appeal to pilots seeking both specialized insight and diversified investment management.
Experience: 5 years
Avg account: $683,090
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Michael W
CFP®, Series 63
Charlottesville, VA
Solitude Financial Services, Inc.
Michael Whitney specializes in financial planning for airline pilots, addressing unique retirement income strategies and concentrated stock management relevant to their variable schedules and benefits. Based in Charlottesville, VA, he offers fee-only, fiduciary advice with a focus on long-term, buy-and-hold investment strategies and options to manage portfolio risk, catering primarily to high-net-worth clients with a 1% annual AUM fee and hourly consulting available.
Experience: 4 years
Avg account: $2,216,540
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Adam B
CFP®
Annapolis, MD
Ventus Wealth Management
Adam Bosma's background as a former Navy fighter pilot and his expertise in airline pilot financial needs position him well to address unique income patterns and retirement timing for airline pilots. His firm, Ventus Wealth Management, offers a transparent flat-fee structure starting at $4,000 and emphasizes client-focused service with modern technology, distinguishing him from others by combining military discipline with financial planning tailored to established professionals and Gen X clients.
Experience: 6 years
Avg account: $800,000
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