Top advisors focused on divorce financial planning 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.
Divorce often triggers complex financial decisions, from dividing assets to planning for new budgets. Without focused expertise, you might overlook tax consequences or underestimate future expenses.
- Asset division insight. Confirm how they approach valuing and splitting retirement accounts, property, and investments to avoid surprises.
- Cash flow planning. Ask how they help you adjust your budget post-divorce, including managing ongoing expenses and income changes.
- Tax impact awareness. Divorce can affect your tax filing status and liabilities; check how they incorporate this into your financial plan.
- Long-term security focus. Ensure they consider your retirement goals and insurance needs as part of the divorce financial strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kayla S
Series 63, Series 65
Warwick, RI
Mass Mutual Investors Services
Kayla Santos specializes in divorce financial planning, offering expertise in asset division, cash flow budgeting, and tax impact awareness, which are crucial for navigating post-divorce financial complexities. Based in Warwick, RI, she brings nine years of experience and works with a large firm, Mass Mutual Investors Services, providing comprehensive services including estate planning and multi-generational wealth transfer, which may benefit clients seeking broader financial guidance beyond divorce.
Experience: 9 years
Avg account: $249,379
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Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke's 18 years of experience and focus on divorce financial planning equip her to navigate complex asset division and cash flow adjustments post-divorce. Operating within Wells Fargo Advisors, a large firm serving high-net-worth clients, she offers access to extensive proprietary research and tailored financial planning, distinguishing her from advisors with smaller firm resources or less specialized client bases.
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 with 29 years of experience at Merrill, a large firm known for comprehensive wealth management. He holds CFP and CRPC certifications, offering expertise in retirement income strategy and tax minimization, which are crucial for navigating post-divorce financial complexities. Compared to others, his focus on women professionals and personalized one-on-one strategies provides tailored support for clients adjusting to new financial realities after divorce.
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, retirement income strategy, and wealth management, which is crucial for navigating complex financial decisions during divorce. Based in Charlotte, NC, he brings 14 years of experience and works with Edward Jones, a large firm managing over $1 trillion in assets, providing a broad range of investment strategies and advisory services with a fee structure up to 1.35% annually.
Experience: 14 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 during asset division and cash flow adjustments post-divorce. Based in San Francisco, she serves high-net-worth clients with a flat-fee and AUM-based fee structure, leveraging Aspiriant's comprehensive wealth planning and investment management services to address long-term financial security and tax implications.
Experience: 5 years
Avg account: $7,298,893
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