Top charitable giving & philanthropy 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.
You might consider 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 that maximize your donation's value.
- Gift timing strategies. Ask how they help schedule donations to align with your tax situation and financial goals.
- Charitable vehicle options. Confirm if they discuss different giving methods like donor-advised funds or charitable trusts and their pros and cons.
- Impact alignment. Look for advisors who help match your philanthropic goals with organizations and causes effectively.
- Tax implication awareness. Ensure they consider how gifts affect your income tax, estate tax, and potential deductions.
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 specializes in charitable giving and philanthropy, making her well-suited to help clients plan tax-efficient donations and align philanthropic goals with impactful causes. With 42 years of experience at Seasons of Advice Wealth Management, she serves high-net-worth individuals and offers a life-cycle investment approach alongside comprehensive financial planning, distinguishing her from advisors with narrower focuses or less extensive client services.
Experience: 43 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 equip him to guide donors in maximizing the impact and tax efficiency of their contributions. Operating from Cetera, a large firm offering diverse portfolio management and fiduciary solutions, he provides flexible fee structures including flat fees and hourly consulting, catering to high earners and those approaching retirement, which may suit clients seeking seasoned advice with personalized planning options.
Experience: 29 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, supported by 28 years of industry experience and CFP® certification, making him well-equipped to advise on tax-efficient donation strategies and philanthropic impact. His firm offers flat-fee financial planning and discretionary investment management with risk controls like put options, serving high-net-worth clients and trusts, which distinguishes him through a comprehensive, individualized approach in Grand Rapids, MI.
Experience: 29 years
Avg account: $463,417
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Edward B
Series 63, Series 65, Series 66
Garden City, NY
Merrill
Edward Blatz's expertise in charitable giving and philanthropy is supported by over 40 years of experience at Merrill, a large firm known for comprehensive wealth management. He collaborates closely with tax advisors and estate attorneys to optimize tax-efficient giving strategies. Serving high net-worth families and business owners, Edward offers a personalized approach with a 1.10% AUM fee, distinguishing him through his extensive credentials and focus on integrating philanthropy with broader estate planning.
Experience: 41 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, making him well-suited to help clients plan tax-efficient donations and align philanthropic goals with impactful causes. Based in New Market, MD, he offers flat-fee financial planning and consulting services through Intentional, which serves individual and high-net-worth clients with a blend of fundamental, technical, and economic investment analysis, differentiating him from advisors focused solely on traditional asset management.
Experience: 17 years
Avg account: $426,607
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