Baby Boomer advisors 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 need a financial advisor serving Baby Boomers if you're planning for retirement income, managing healthcare costs, or navigating Social Security decisions. Without a focus on Baby Boomer needs, advisors may overlook how these factors interact over time, leading to gaps in your financial plan.
- Retirement income sequencing. Confirm how they plan withdrawals to balance taxes, cash flow, and longevity risk.
- Healthcare cost planning. Ask how they incorporate Medicare, long-term care, and unexpected medical expenses into your budget.
- Social Security strategy. Look for advisors who analyze timing and spousal benefits to maximize your lifetime income.
- Legacy and estate considerations. Ensure they discuss how your plan supports your wishes for passing assets to heirs or charities.
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 assist Baby Boomers in managing retirement income and related financial decisions. Based in Cary, NC, he brings 16 years of experience and works at Equitable Advisors, a large firm serving high-net-worth clients with a hybrid advisory and brokerage model, offering flexible fee structures including AUM and hourly fees.
Experience: 16 years
Avg account: $570,841
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Chase B
Series 65
Knoxville, TN
Rather & Kittrell, Inc.
Chase Burton specializes in serving Baby Boomers, offering wealth management and retirement planning with a focus on managing healthcare costs and Social Security strategies. Operating from Knoxville, TN, he provides flexible fee options including flat fees ranging from $500 to $15,000 and hourly rates, distinguishing him from others by combining a modern investment approach with personalized financial planning tailored to mid-career professionals and retirees.
Experience: 2 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 expertise in retirement plans for business owners and active portfolio management, which supports retirement income sequencing and healthcare cost planning. Affiliated with Wealth Enhancement Advisory Services, LLC, a large SEC-registered firm, he provides a strategic investment approach blending passive and active management, with flexible fee options including flat fees and hourly consulting, distinguishing him from advisors with narrower service models.
Experience: 13 years
Avg account: $1,378,035
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Stephen B
CFP®
Charlotte, NC
Flat Fee Financial LLC
Stephen Boatman specializes in serving Baby Boomers, offering comprehensive financial planning that includes Social Security strategy, tax planning, and legacy considerations. His flat-fee structure and focus on alternative investments like real estate and private credit differentiate him from others, providing a broader approach beyond traditional stock market solutions, especially appealing to clients seeking personalized, cost-effective advice in Charlotte, NC.
Experience: 10 years
Avg account: $631,559
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John D
CFP®, Series 66
Potomac, MD
Pathstone
John Decker specializes in serving Baby Boomers, offering expertise in retirement income sequencing, tax-loss harvesting, and wealth management tailored to this demographic. Based in Potomac, MD, he operates within Pathstone, a large firm known for its multi-asset, manager-centric investment approach and comprehensive family-office services, including in-house accounting, which distinguishes him from advisors at smaller firms or with narrower service scopes.
Experience: 21 years
Avg account: $46,021,098
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