Top advisors focused on behavioral coaching / decision support 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 seek a behavioral coaching advisor when you find yourself repeatedly making financial decisions that don’t align with your long-term goals, like impulsive spending or selling investments at the wrong time. Without guidance tailored to your decision patterns, it’s easy to fall into costly emotional traps that undermine your financial progress. These advisors often work within large firms, which can offer a broad range of resources and support.
- Decision pattern analysis. Look for advisors who assess your financial behaviors to identify biases or habits that could derail your plans.
- Emotional triggers focus. Ask how they help you recognize and manage feelings like fear or overconfidence that impact your money choices.
- Goal alignment coaching. Confirm they assist in connecting your daily decisions to your bigger financial objectives, not just short-term gains.
- Support during market swings. Inquire about strategies they use to keep you steady when markets fluctuate, preventing reactive moves.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Raymond H
Series 63, Series 65
Alexandria, VA
Merrill
Raymond Hasser specializes in behavioral coaching and decision support, leveraging over 40 years of experience at Merrill, a large firm known for comprehensive wealth management services. His disciplined approach, shaped by a background in law enforcement and military police, helps clients align financial decisions with long-term goals. Compared to others, he offers a personalized, boutique-like experience with proactive coordination alongside CPAs and attorneys, focusing on risk comfort and multi-generational planning in Alexandria, VA.
Experience: 44 years
Avg account: $860,085
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Nickolas L
Series 66
Troy, MI
Fidelity
Nickolas Lalonde specializes in behavioral coaching and decision support, helping clients align their financial decisions with long-term goals by understanding personal priorities and values. Based in Troy, MI, he brings six years of industry experience and works within the large firm Fidelity, offering access to extensive resources and a client-focused approach distinct from smaller practices or less specialized advisors.
Experience: 6 years
Avg account: $234,793
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Treva N
VerifiedSeries 66
New York, NY
Retirable
Treva Nostdahl specializes in behavioral coaching and decision support, particularly for clients approaching retirement, including Baby Boomers and Gen X. She focuses on retirement income strategy and Social Security optimization, helping clients align their financial decisions with long-term goals. Compared to others, Treva offers a capped 1% AUM fee and a $500 annual planning fee, bringing three years of industry experience and a background at Oppenheimer & Co., all based in New York City.
Experience: 3 years
Avg account: $136,185
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