Top divorce financial planning 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 need a divorce financial planning advisor if you're navigating asset division, alimony, or child support during or after a divorce. Without focused expertise, it's easy to overlook tax consequences or long-term financial impacts of settlement choices.
- Asset division insight. Look for advisors who understand how to value and divide complex assets fairly, including retirement accounts and property.
- Alimony and support planning. Confirm they can model how spousal and child support payments affect your cash flow and taxes.
- Post-divorce budgeting. Ask how they help clients adjust to new income and expenses to maintain financial stability.
- Long-term impact focus. Ensure they consider how settlement decisions affect your retirement and future financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kayla S
Series 65, Series 63
Warwick, RI
Mass Mutual Investors Services
Kayla Santos specializes in divorce financial planning, offering expertise in asset division, alimony, and post-divorce budgeting, which is crucial for managing financial transitions during and after divorce. With nine years of experience at Mass Mutual Investors Services, a large firm known for comprehensive financial planning and asset management, she also brings additional strengths in estate planning and multi-generational wealth transfer, serving clients including business owners and divorced individuals in Warwick, RI.
Experience: 10 years
Avg account: $249,379
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Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke specializes in divorce financial planning, offering expertise in asset division, alimony, and budgeting to help clients navigate post-divorce financial challenges. Based in Richmond, VA, she brings 18 years of experience and serves high-net-worth clients through Wells Fargo Advisors, a large firm known for its comprehensive investment and fee-based planning services tailored to affluent individuals and trusts.
Experience: 18 years
Avg account: $514,335
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Lance L
Series 63, Series 65
Cincinnati, OH
Merrill
Lance Lohr specializes in divorce financial planning, offering expertise in asset division, alimony, and post-divorce budgeting, which is crucial for managing the financial complexities of divorce. With 29 years of experience at Merrill, a large firm, he also focuses on retirement income strategy and women's finance, providing a broad perspective and a 1.10% AUM fee for managed strategies under $2 million, distinguishing him from advisors with narrower specialties or different fee structures.
Experience: 29 years
Avg account: $860,085
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Jacob H
Series 63, Series 66
Charlotte, NC
Edward Jones
Jacob Heinz specializes in divorce financial planning, offering expertise in asset division, alimony, and post-divorce budgeting, supported by 14 years of industry experience and Series 63 and 66 designations. Operating within Edward Jones, a large full-service wealth management firm managing over $1 trillion in assets, he provides access to extensive resources and a broad range of investment strategies, distinguishing him from advisors at smaller firms.
Experience: 15 years
Avg account: $246,728
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Teresa G
CFP®
San Francisco, CA
Aspiriant, LLc
Teresa Greenip specializes in divorce financial planning, offering expertise in debt management and concentrated stock management, which are crucial for navigating complex asset division and post-divorce budgeting. Based in San Francisco, she serves high-net-worth clients through Aspiriant, LLC, an independent firm known for combining proprietary market research with comprehensive wealth planning, and offers flexible fee structures including flat fees and hourly consulting.
Experience: 5 years
Avg account: $7,298,893
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