Top advisors focused on approaching retirement 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 need an approaching retirement advisor when you're within a few years of leaving the workforce and want to ensure your savings last through your retirement years. A common mistake is underestimating how healthcare costs and inflation can impact your retirement income.
- Income stream planning. Confirm how they help create a reliable income plan that balances Social Security, pensions, and withdrawals.
- Healthcare cost forecasting. Ask how they factor in rising medical expenses and Medicare options into your retirement budget.
- Inflation impact. See if they model how inflation might erode your purchasing power over time.
- Withdrawal sequencing. Understand their approach to deciding which accounts to draw from first to optimize tax efficiency and longevity of funds.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Willie M
Series 63, Series 66
Cary, NC
Equitable Advisors
Willie Myles specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement who need to plan reliable income streams and optimize benefits. Based in Cary, NC, he brings 16 years of experience at Equitable Advisors, a large firm serving high-net-worth clients, and offers flexible fee structures including asset-based and hourly fees, distinguishing him from advisors with narrower client focuses or fee models.
Experience: 16 years
Avg account: $570,841
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Stavroula K
Series 63, Series 65
Linwood, NJ
Ameriprise
Stavroula Koutsfetsoulis specializes in retirement income strategy and Social Security optimization, making her well-suited to assist those approaching retirement in the US. With 25 years of experience at Ameriprise, a large firm known for its research-driven, tax-efficient retirement planning, she offers a 0.15% AUM fee and focuses on tailored income and withdrawal strategies for clients with substantial investable assets.
Experience: 25 years
Avg account: $471,167
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Barbara B
Series 66
Conshohocken, PA
RBC Capital Markets
Barbara Brewer specializes in assisting clients approaching retirement, leveraging 20 years of experience and expertise in wealth management and tax-loss harvesting to help optimize income streams and manage risks like inflation and healthcare costs. Operating within RBC Capital Markets, a large firm offering flat-fee options and comprehensive advisory services, she is well-positioned to serve high earners and executives seeking tailored retirement planning solutions in Conshohocken, PA.
Experience: 20 years
Avg account: $1,017,425
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Richard M
Series 63
Fort Walton, FL
Cetera
Richard Martin specializes in assisting clients approaching retirement, leveraging 28 years of experience and expertise in wealth management and retirement plans for business owners. His affiliation with Cetera, a large firm offering diverse portfolio management and fiduciary solutions, complements his flat-fee and hourly consulting options, distinguishing him from others by combining seasoned tax preparation skills with comprehensive financial planning services in Fort Walton, FL.
Experience: 28 years
Avg account: $306,089
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Lee C
Series 63, Series 65
Pasadena, CA
UBS Financial Services
Lee Chen specializes in helping clients approaching retirement, offering expertise in general retirement planning, cash flow management, and equity compensation tax strategies. Based in Pasadena, CA, he brings 29 years of experience and serves high-net-worth clients through UBS Financial Services, a large firm known for combining proprietary market research with comprehensive financial planning and portfolio management solutions.
Experience: 29 years
Avg account: $693,691
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