Top financial advisors working with caretakers
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 caretaker advisor if you're managing finances for a loved one who can't handle money due to health or age. The biggest mistake is overlooking the unique legal and financial responsibilities that come with caregiving.
- Legal knowledge. Confirm they understand powers of attorney, guardianship, and other legal tools that protect your loved one.
- Benefit coordination. Ask how they help navigate government aid programs like Medicaid or Social Security benefits.
- Cash flow management. Caregiving often means irregular expenses; see how they plan for fluctuating costs and emergency funds.
- Family communication. Managing expectations and decisions among relatives is key; check how they facilitate clear, ongoing communication.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Britta K
CFP®
Brooklyn Heights, OH
Tranquil Path Financial Planning
Britta Koepf specializes in caretaker financial advising, with expertise in planning for children with special needs and caring for aging parents, making her well-suited for managing complex family financial needs. She is a CFP®-certified, independent advisor based in Brooklyn Heights, OH, offering a flat-fee structure starting at $1,000 for financial fitness reviews and additional complexity-based fees, which may appeal to clients seeking transparent and flexible pricing.
Experience: 10 years
Avg account: $1,024,624
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Nathan H
Series 66
Annapolis, MD
Fidelity
Nathan Hepworth specializes in caretaker financial advising, bringing 11 years of industry experience and a Series 66 designation while working at Fidelity, a large firm known for comprehensive financial services. His expertise includes charitable giving and active portfolio management, which complements his caretaker focus. Located in Annapolis, MD, Nathan's background in military and veterans' financial needs and his emphasis on trust and transparency distinguish him from other advisors in this space.
Experience: 12 years
Avg account: $234,793
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Kathleen R
Series 66
Farmville, VA
Edward Jones
Kathleen Redford specializes in caretaker financial advising, including elder care planning and support for aging parents, which suits those managing finances for loved ones with special needs. Operating from Edward Jones, a large firm with over $1 trillion in assets, she offers advisory programs with fees up to 1.35% annually, providing access to extensive resources and a broad range of investment options compared to smaller firms.
Experience: 1 year
Avg account: $246,728
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Quentara C
CFP®
North Andover, MA
Powwow, LLC
Quentara Costa specializes in caretaker financial advising, drawing from her personal experience as a primary caregiver for her father with Alzheimer's. She offers flat-fee, fee-for-service planning focused on elder care transitions and managing family goals, serving high-net-worth Gen X clients independently from North Andover, MA. Her approach emphasizes clear communication and practical solutions without requiring asset investment, distinguishing her from advisors who may rely on asset-based fees or broader client demographics.
Experience: 10 years
Avg account: $864,461
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Megan K
CFP®
Wilmington, NC
Kopka Financial, LLC
Megan Kopka specializes in supporting caregivers and widows, offering holistic financial life planning that addresses the unique challenges of managing finances for loved ones. With 18 years of experience, she combines her CFP® certification and personal caregiving insights to provide tailored strategies, charging a flat fee starting at $8,000, which may appeal to clients seeking comprehensive, value-driven guidance in Wilmington, NC.
Experience: 18 years
Avg account: $593,367
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