Top elder care 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.
When you’re managing the care of an aging parent or planning for your own future needs, you need an elder care planning advisor who understands the complexities beyond just finances. The biggest mistake is overlooking how care costs, legal documents, and family dynamics all interact.
- Care cost forecasting. Ask how they estimate future expenses like in-home care, assisted living, or medical needs to avoid surprises.
- Legal and benefits coordination. Confirm they help integrate powers of attorney, Medicaid rules, and veterans’ benefits into your plan.
- Family communication. Effective elder care planning involves navigating family roles and expectations; see how they facilitate these conversations.
- Income and asset protection. Understand their approach to preserving your resources while ensuring quality care over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Christopher T
Series 65
Waxahachie, TX
Legacy Wealth Advisors, Inc.
Christopher Tucker specializes in elder care planning with seven years of experience at Legacy Wealth Advisors in Waxahachie, TX, offering independent advice and a fee structure including a 1.75% AUM fee and negotiable hourly rates. His firm supports diverse clients with modular financial plans and employs both fundamental and technical analysis, distinguishing him from advisors focused solely on elder care without integrated investment strategies.
Experience: 7 years
Avg account: $269,912
-
Hunter C
Series 66
Charlotte, NC
Merrill
Hunter Conley specializes in elder care planning and managing the financial complexities of caring for aging parents, offering tailored strategies for care cost forecasting and asset protection. Based in Charlotte, NC, he leverages Merrill's large-firm resources and provides comprehensive services including retirement planning and investment management, supported by his Series 66 designation and five years of industry experience.
Experience: 5 years
Avg account: $860,085
-
Carol G
CFP®, Series 63, Series 65
San Mateo, CA
Gosho Financial Group
Carol Gosho specializes in elder care planning with 25 years of experience and holds CFP® certification, offering flat-fee financial planning starting at $5,000. Her firm uses a tactical allocation approach and serves high-net-worth clients, providing both investment advisory and educational services, which distinguishes her from others by combining comprehensive planning with active portfolio management.
Experience: 25 years
Avg account: $761,489
-
Maggie B
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
Maggie Beach specializes in elder care planning and general retirement planning, serving clients in Naperville, IL, with nine years of experience. She offers flat-fee services starting at $5,500 and is CFP®, CPA, and RICP® certified, focusing on the Sandwich Generation and Gen X clients. Her independent practice emphasizes personalized retirement plans that balance care costs and family financial needs.
Experience: 9 years
Avg account: $1,305,991
-
Taras Z
Series 65
Pleasanton, CA
Grant Private Wealth Management
Taras Zatvarskiy specializes in elder care planning and brings a unique perspective from his prior eight years at Nordstrom, now advising through Grant Private Wealth Management in Pleasanton, CA. His firm combines fundamental and technical analysis for tailored investment strategies, offering flat-fee financial plans and serving high-net-worth clients, which may suit those seeking comprehensive elder care financial guidance with flexible fee options.
Experience: 1 year
Avg account: $1,071,389
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular nationally
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)