Top advisors focused on charitable giving & philanthropy 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 charitable giving and philanthropy advisor when you're planning to donate significant assets or want to create a lasting impact with your giving. Without focused expertise, it's easy to overlook tax-efficient strategies or miss opportunities to align your donations with your values.
- Tax impact awareness. Confirm how the advisor helps you maximize deductions and minimize tax liabilities related to your gifts.
- Gift vehicle knowledge. Ask about their experience with different giving methods, like donor-advised funds or charitable trusts, and which might suit your goals.
- Alignment with your values. See how they incorporate your personal or family priorities into your philanthropy plan.
- Long-term giving strategy. Inquire whether they help structure giving over time to sustain impact and manage your financial needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sally H
Series 63, Series 65
New York, NY
Seasons of Advice Wealth Management
Sally Hyman's 42 years of experience and focus on charitable giving and philanthropy equip her to guide donors in the US through tax-efficient strategies and long-term giving plans. As an independent advisor at Seasons of Advice Wealth Management, she serves high-net-worth clients with a life-cycle investment approach, also bringing expertise in business exit strategies and catering to established professionals and mid-career clients.
Experience: 42 years
Avg account: $1,365,716
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Richard M
Series 63
Fort Walton, FL
Cetera
Richard Martin's 28 years of experience and expertise in charitable giving and philanthropy make him well-equipped to assist with tax-efficient donation strategies and long-term giving plans. Operating from Cetera, a large firm offering diverse portfolio management and financial planning solutions, he provides flat-fee and hourly consulting options, catering to high earners and those approaching retirement, which may offer more flexible fee structures compared to other advisors.
Experience: 28 years
Avg account: $306,089
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Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Thaddeus Phelps specializes in charitable giving and philanthropy, offering expertise in tax planning and estate guidance to help clients maximize the impact and efficiency of their donations. With 28 years of experience and a flat-fee structure for clients with at least $500,000, he provides personalized financial planning through Advance Wealth Management Service, LLC, emphasizing risk management and individualized asset allocation strategies.
Experience: 28 years
Avg account: $463,417
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Edward B
Series 63, Series 65, Series 66
Forest Hills, NY
Merrill
Edward Blatz's expertise in charitable giving and philanthropy is supported by over 40 years of experience at Merrill Lynch, where he focuses on estate and wealth management strategies for high net-worth families and closely-held businesses. His large-firm background and collaboration with tax advisors and estate attorneys provide a comprehensive approach, while his fee structure and seasoned status distinguish him from other advisors in the US specializing in philanthropy.
Experience: 40 years
Avg account: $860,085
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Patrick F
Series 66
New Market, MD
Intentional
Patrick Ferguson specializes in charitable giving and philanthropy, offering expertise in tax-efficient strategies and long-term giving plans, supported by 17 years of experience and a Series 66 designation. His firm, Intentional, serves high-net-worth clients with discretionary portfolio management and combines fundamental, technical, and economic analysis, differentiating him with a flat-fee consulting option and a focus on alternative investments and retirement plan consulting.
Experience: 17 years
Avg account: $426,607
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