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 daily support, you face complex financial and emotional decisions that can quickly become overwhelming. Without focused expertise, it's easy to overlook costs or miss opportunities to coordinate benefits and care effectively.
- Long-term cost planning. Ask how they help you budget for ongoing care expenses, including hidden fees and inflation.
- Benefit coordination. Confirm their experience navigating Medicare, Medicaid, and veterans' benefits to maximize your parent's resources.
- Estate and legal guidance. Check if they assist with powers of attorney, guardianship, and protecting your parent's assets during care transitions.
- Family communication. See how they support you in managing differing family opinions and keeping everyone informed throughout the process.
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 estate planning, which is crucial for managing long-term care costs and legal considerations. Based in Albemarle, NC, she operates within Edward Jones, a large firm managing over $1 trillion in assets, providing access to diverse advisory programs with a fee structure up to 1.35% annually, suitable for clients seeking comprehensive support.
Experience: 15 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 handle the financial complexities of supporting aging family members. Based in Huntersville, NC, he operates within Merrill, a large firm offering extensive resources including banking and credit services, and holds the Series 66 designation with five years of industry experience, providing a broad range of investment and retirement planning strategies.
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 and Medicare planning, offering tailored wealth management strategies from a large firm perspective. With 11 years of experience and a 0.30% annual AUM fee, he supports executives and business owners in Port Washington, NY, balancing complex financial priorities like college savings and elder care with personalized, ongoing portfolio adjustments.
Experience: 11 years
Avg account: $318,381
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Daniel F
Series 66, Series 63
N. Providence, RI
Citizens securities, Inc.
Daniel Fazah specializes in caring for aging parents and general retirement planning, offering tailored portfolio strategies with a 0.50% annual AUM fee at a large firm. Based in N. Providence, RI, he leverages seven years of experience and connects clients with Bank of America specialists for comprehensive financial solutions, distinguishing him from advisors focused solely on investment management.
Experience: 7 years
Avg account: $208,871
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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 services through a large firm, LPL Financial, in Austin, TX. With two years of industry experience and a Series 66 designation, he provides personalized strategies that balance eldercare with other financial priorities like college savings and retirement planning, supported by access to Bank of America specialists for comprehensive financial solutions.
Experience: 2 years
Avg account: $399,489
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