Top financial advisors working with baby boomers
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 be considering your financial future as you approach retirement, looking to manage income, healthcare costs, and legacy planning effectively. A common pitfall is working with an advisor who doesn't fully understand the unique financial challenges and opportunities that come with the Baby Boomer stage.
- Retirement income planning. Confirm how they balance Social Security, pensions, and investment withdrawals to sustain your lifestyle.
- Healthcare cost strategies. Ask how they incorporate Medicare and potential long-term care expenses into your financial plan.
- Estate and legacy considerations. Look for advisors who discuss wills, trusts, and tax implications tailored to your goals.
- Adjusting risk tolerance. Ensure they revisit your investment approach as your priorities and time horizon shift with age.
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 to address the financial needs of Baby Boomers approaching retirement. With 16 years of experience at Equitable Advisors, a large firm serving high-net-worth clients, he offers a range of fee structures and access to both advisory and brokerage services, distinguishing him from advisors at smaller firms.
Experience: 16 years
Avg account: $570,841
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Chase B
Series 65
Knoxville, TN
Rather & Kittrell, Inc.
Chase Burton specializes in wealth management for Baby Boomers, offering tailored financial planning with flat fees ranging from $500 to $15,000, which may suit clients seeking predictable costs. Based in Knoxville, TN, he brings a unique perspective as a retired founder and leverages his firm's $1.855 billion in assets under management and diversified investment approach to support retirement and legacy planning.
Experience: 3 years
Avg account: $1,291,336
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Ryan P
CFP®, Series 66
Winter Garden, FL
Wealth Enhancement Advisory Services, LLC
Ryan Paul specializes in serving Baby Boomers, offering retirement income planning and business exit strategies with 13 years of experience and CFP® certification. Based in Winter Garden, FL, he works at Wealth Enhancement Advisory Services, a large firm managing over $122 billion, blending active and passive investment approaches, and offers flexible fee options including flat fees and hourly consulting.
Experience: 13 years
Avg account: $1,378,035
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Glenn F
Series 63, Series 65
Yardley, PA
Merrill
Glenn Fels specializes in retirement income strategy, Medicare planning, and estate guidance, making him well-suited for Baby Boomers managing retirement and healthcare costs. With 41 years of experience at Merrill, a large firm, he also offers business succession planning and personalized wealth management, distinguishing him from advisors focused solely on individual retirement planning.
Experience: 41 years
Avg account: $860,085
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Stephen B
CFP®
Charlotte, NC
Flat Fee Financial LLC
Stephen Boatman specializes in serving Baby Boomers in Charlotte, NC, offering comprehensive financial planning with a flat fee structure of $500. His firm emphasizes diverse investment options beyond the stock market, including real estate and private credit, which may appeal to clients seeking alternative strategies. Additionally, discounted fees for recent dental graduates and HENRYs highlight his focus on specific client groups, differentiating him from other advisors in the area.
Experience: 10 years
Avg account: $631,559
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