Top advisors focused on divorced 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 a new financial future. Without an advisor who understands the nuances of divorce, you risk overlooking tax implications or mismanaging asset transfers.
- Asset division insight. Confirm how they approach splitting retirement accounts, property, and investments to minimize tax hits and future disputes.
- Cash flow planning. Ask how they help you adjust your budget and savings strategy post-divorce to maintain financial stability.
- Legal coordination. Divorce financial planning often intersects with legal proceedings; check how they collaborate with your attorney to align financial and legal outcomes.
- Emotional sensitivity. Divorce is stressful; see how they support clients through the emotional and financial transition without rushing decisions.
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 estate planning, 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 access to comprehensive financial planning tools and a broad client base including business owners and executives.
Experience: 9 years
Avg account: $249,379
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John B
Series 65
Plano, TX
Savant Wealth Management
John Brown specializes in assisting divorced clients, leveraging his 26 years of experience and expertise in retirement income strategy and business exit planning to address complex financial transitions post-divorce. Operating within a large firm managing $5.3 billion in assets, he offers flexible fee structures including flat fees for divorce planning, distinguishing him from others by combining seasoned insight with tailored financial and legal coordination support.
Experience: 26 years
Avg account: $1,923,550
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James O
Series 66
Honolulu, HI
Edward Jones
James Oldham specializes in advising divorced clients, offering expertise in managing complex financial transitions such as asset division and cash flow planning. Based in Honolulu and affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he brings six years of experience and a Series 66 designation, providing access to diverse investment strategies and a fiduciary standard that may suit clients seeking comprehensive wealth management.
Experience: 6 years
Avg account: $246,728
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Angela L
Series 66
Dearborn, MI
Merrill
Angela Linder specializes in financial planning for individuals navigating divorce, offering expertise in retirement planning, business ownership considerations, and estate guidance. Based in Dearborn, MI, she works within a large firm setting at Merrill, serving high net worth families and business owners with a team approach and a 1.10% AUM fee for managed strategies under $2 million, which may appeal to clients seeking comprehensive support during financial transitions.
Experience: 15 years
Avg account: $860,085
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Cynthia M
CFP®, Series 65
Orland Park, IL
Contour Financial
Cynthia Menker specializes in supporting divorced clients with cash flow and income planning, leveraging 24 years of experience and CFP® certification to navigate post-divorce financial adjustments. Operating independently at Contour Financial in Orland Park, IL, she offers a flat-fee structure for extensive planning and focuses on diversified portfolios with mutual funds and ETFs, distinguishing her approach from advisors who may emphasize high-net-worth clients or different fee models.
Experience: 24 years
Avg account: $966,182
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