Top advisors focused on annuities 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.
You might consider an annuities advisor if you're looking to secure a steady income stream for retirement or want to protect your savings from market downturns. Without focused knowledge, it's easy to pick an annuity product that doesn't align with your income needs or has hidden fees.
- Income stream options. Ask how they tailor annuity payouts to fit your retirement timeline and cash flow needs.
- Fee transparency. Confirm they clearly explain all costs, including surrender charges and administrative fees.
- Product suitability. Ensure they evaluate whether fixed, variable, or indexed annuities best match your risk tolerance and goals.
- Contract terms clarity. Verify they help you understand contract length, withdrawal rules, and death benefits to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Craig M
Series 63, Series 65
Columbia, SC
Capital Investment Advisory Services, LLC
Craig Mcdaniel Jr. specializes in annuities and offers tailored advice to help secure steady retirement income, leveraging 13 years of experience and independent status to provide transparent fee structures capped at $250 per hour. His firm supports diverse clients including individuals and trusts with customized investment management, combining discretionary mandates and third-party managers, which distinguishes him from advisors focused solely on annuities without broader portfolio oversight.
Experience: 13 years
Avg account: $373,429
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Elanna G
CFP®, Series 66
Cleveland, OH
Cambridge Investment Research Advisors
Elanna Gould specializes in annuities and retirement income strategies, making her well-suited to help clients secure steady retirement income and navigate annuity options. Based in Cleveland, OH, she is CFP®-certified with five years of experience and works at Cambridge Investment Research Advisors, a large firm offering flat-fee and AUM-based pricing, serving diverse clients including business owners and retirees.
Experience: 5 years
Avg account: $378,281
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Cassandra S
Series 63, Series 65
Plano, TX
Financial & Tax Architects, LLC
Cassandra Sanchez specializes in annuities and retirement income strategies, making her well-suited to help clients secure steady income streams and optimize Social Security benefits. Based in Plano, TX, she offers flat-fee services through Financial & Tax Architects, LLC, which focuses on high-net-worth clients nearing or in retirement, employing proprietary portfolio strategies and discretionary management that differentiate her from other advisors in the US.
Experience: 7 years
Avg account: $239,584
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Marshall B
Series 66
Cabot, AR
Paladin Investment Advisors
Marshall Butler specializes in annuities and has eight years of experience, making him capable of helping clients secure steady retirement income and navigate annuity product complexities. Operating from Cabot, AR, he is an independent advisor at Paladin Investment Advisors, which manages $49.5 million in assets and offers a holistic wealth management approach with active, passive, or blended strategies, charging a 2% annual AUM fee.
Experience: 8 years
Avg account: $107,593
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Isaiah E
Series 63, Series 66
Tulsa, OK
Eagle Strategies (NY Life)
Isaiah Edison specializes in annuities and retirement income strategies, making him well-suited to help secure steady income streams and protect savings from market downturns. Based in Tulsa, OK, he brings 16 years of experience and works with Eagle Strategies, a large firm affiliated with New York Life, offering a range of fee structures including asset-based, hourly, and subscription options, which may appeal to diverse client needs.
Experience: 16 years
Avg account: $235,446
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