Top caring for aging parents financial advisors
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.
When your parent moves into memory care or needs help managing medical bills, you need an advisor who understands the emotional and financial complexities involved. The biggest mistake is overlooking the full scope of care costs and how they affect your family's long-term finances.
- Comprehensive care cost insight. Look for advisors who consider all expenses, including in-home care, assisted living, and unexpected medical bills.
- Benefit and insurance navigation. Confirm they help you understand Medicare, Medicaid, and veterans' benefits that can offset costs.
- Estate and legal coordination. Ask how they work with elder law attorneys to align financial plans with wills, trusts, and powers of attorney.
- Family communication support. Effective advisors help facilitate discussions among siblings or relatives to prevent conflicts and ensure everyone is informed.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tracey H
ChFC®, Series 66
Albemarle, NC
Edward Jones
Tracey Hayes specializes in caring for aging parents and offers expertise in retirement income strategy, estate planning, and inheritance planning, making her well-equipped to handle the financial complexities of elder care. Based in Albemarle, NC, she works with Edward Jones, a large firm managing over $1 trillion in assets, and charges up to 1.35% annually, providing access to a broad range of advisory programs and institutional resources.
Experience: 15 years
Avg account: $246,728
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Hunter C
Series 66
Charlotte, NC
Merrill
Hunter Conley specializes in caring for aging parents and elder care planning, offering comprehensive strategies that address complex financial priorities like healthcare and caregiving costs. Based in Charlotte, NC, he works with Merrill, a large firm providing extensive financial products and services, and holds the Series 66 designation with five years of industry experience, distinguishing him through access to broad resources and personalized portfolio strategies.
Experience: 5 years
Avg account: $860,085
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Brandon J
Series 66
Rochester Hills, MI
J.P. Morgan Securities
Brandon Johnson specializes in caring for aging parents and retirement income strategy, offering tailored wealth management through J.P. Morgan Securities, a large firm. With two years of experience and a 0.30% annual AUM fee, he supports executives and business owners, providing access to extensive banking and credit resources, which distinguishes him from other advisors in Rochester Hills, MI.
Experience: 2 years
Avg account: $318,381
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Brenda R
CFP®, Series 65, Series 66
Overland Park, KS
Nova R Wealth, Inc.
Brenda Richman specializes in caring for aging parents, bringing 14 years of experience and CFP® certification to address complex financial needs like retirement income strategy and business succession planning. Based in Overland Park, KS, she offers flat-fee and AUM-based pricing through Nova R Wealth, Inc., which manages diversified portfolios and serves trusts and estates, distinguishing her with a broad client focus and independent insurance expertise.
Experience: 14 years
Avg account: $1,310,204
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Nicholas R
Series 66
Austin, TX
LPL Financial
Nicholas Reynolds specializes in caring for aging parents and elder care planning, offering flat-fee financial planning through a large firm, LPL Financial, in Austin, TX. With three years of experience and expertise in wealth management and college savings, he provides comprehensive strategies that address competing financial demands, including healthcare and retirement planning, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 3 years
Avg account: $399,489
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