Top advisors focused on caring for aging parents 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.
When your parent needs help managing daily tasks or healthcare decisions, you want an advisor who understands the emotional and financial complexities involved. A common mistake is treating these challenges like standard retirement planning, missing the unique needs of aging family members.
- Long-term care planning. Ask how they incorporate potential nursing home or in-home care costs into your family’s financial plan.
- Medicaid and benefits navigation. Confirm if they help you understand eligibility and timing for government assistance programs.
- Estate and power of attorney guidance. Ensure they discuss setting up legal documents that protect your parent’s wishes and your role.
- Family communication support. Check if they facilitate conversations among siblings or relatives to align on care decisions and finances.
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, offering expertise in retirement income strategy and general estate planning guidance, which are crucial for managing the financial complexities of elder care. Based in Albemarle, NC, she brings 14 years of experience with Edward Jones, a large firm managing over $1 trillion in assets, providing clients access to diverse advisory programs with an annual program fee up to 1.35% AUM.
Experience: 14 years
Avg account: $246,728
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Hunter C
Series 66
Huntersville, NC
Merrill
Hunter Conley specializes in caring for aging parents and elder care planning, making him well-equipped to address the financial complexities involved in supporting aging family members. Based in Huntersville, NC, he works at Merrill, a large firm, and offers a 1.10% AUM fee for managed strategies under $2 million, serving mid-career professionals and high earners with a focus on retirement and cash flow planning.
Experience: 5 years
Avg account: $860,085
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Sami A
Series 63, Series 66
Port Washington, NY
J.P. Morgan Securities
Sami Aslam specializes in caring for aging parents, offering expertise in Medicare planning and wealth management, which is crucial for managing the financial and healthcare complexities of elder care. Based in Port Washington, NY, he operates within a large firm, J.P. Morgan Securities, and charges a 0.30% annual fee on assets under management, providing personalized strategies that balance multiple financial priorities including college savings and home buying.
Experience: 10 years
Avg account: $318,381
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Britta K
CFP®
Brooklyn Heights, OH
Tranquil Path Financial Planning
Britta Koepf specializes in caring for aging parents and brings nine years of experience as a CFP®-certified advisor based in Brooklyn Heights, Ohio. She offers a flat-fee structure starting with a $1,000 Financial Fitness Review and additional complexity-based fees, which may appeal to clients seeking transparent pricing. Her background as a caretaker and expertise in planning for children with special needs provide a compassionate, holistic approach that distinguishes her from other advisors in this area.
Experience: 9 years
Avg account: $1,024,624
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Luke S
Series 66
Columbus, OH
GGM Financial LLC
Luke Scott is equipped to assist families caring for aging parents by integrating elder care considerations into comprehensive financial plans, including retirement and healthcare preparation. His flat-fee structure and independent status offer transparent pricing, while his coordination with Bank of America specialists provides access to broader financial services. Based in Columbus, OH, Luke's three years of experience and multiple designations support his tailored approach to managing complex family financial needs.
Experience: 3 years
Avg account: $1,176,249
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