Top financial advisors working with divorced clients
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.
If you're navigating financial decisions after a divorce, you need an advisor who understands the unique challenges of dividing assets and planning for your new financial future. A common mistake is working with someone who treats your situation like a standard financial plan, missing key divorce-related tax and cash flow issues.
- Asset division insight. Look for advisors who can help you understand the tax implications and timing of dividing retirement accounts and property.
- Cash flow planning. Confirm they consider changes in income and expenses post-divorce to keep your budget balanced.
- Support with legal coordination. Ask how they work alongside your attorney to align financial and legal strategies.
- Long-term financial rebuilding. Ensure they focus on rebuilding your savings and retirement plans with your new circumstances in mind.
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, cash flow management, and long-term rebuilding tailored to post-divorce needs. Based in Warwick, RI, she brings nine years of experience and works within the large firm Mass Mutual Investors Services, which supports clients with comprehensive planning and asset management, distinguishing her through access to extensive resources and firm-approved analytical tools.
Experience: 10 years
Avg account: $249,379
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John B
Series 65
Plano, TX
Savant Wealth Management
John Brown specializes in advising divorced clients, offering expertise in retirement income strategy and Social Security optimization, which are crucial for rebuilding finances post-divorce. Based in Plano, TX, he operates within a large firm managing $5.3 billion in assets, providing flat-fee divorce planning options ranging from $5,000 to $50,000, distinguishing him with flexible pricing and extensive experience compared to other advisors.
Experience: 26 years
Avg account: $2,108,203
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James O
Series 66
Honolulu, HI
Edward Jones
James Oldham specializes in advising clients who are divorced, offering insight into asset division and long-term financial rebuilding tailored to post-divorce circumstances. 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 comprehensive wealth management platform.
Experience: 6 years
Avg account: $246,728
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Angela L
Series 66
Dearborn, MI
Merrill
Angela Linder specializes in assisting clients navigating financial transitions after divorce, with expertise in divorce transition planning and general retirement and estate planning. Based in Dearborn, MI, she brings over 16 years of experience at Merrill, a large firm known for serving high net worth families and business owners. Her approach includes coordinating complex financial needs and legacy planning, supported by a 1.10% AUM fee for managed strategies under $2 million.
Experience: 16 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 by integrating cash flow and tax planning with long-term retirement strategies, addressing the financial complexities post-divorce. With 24 years of experience, she offers flat-fee and hourly options, serving non-high-net-worth individuals through Contour Financial in Orland Park, IL, focusing on diversified portfolios and comprehensive planning, which may appeal to those seeking a seasoned, independent advisor with a practical fee structure.
Experience: 25 years
Avg account: $966,182
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