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 health and financial needs of an aging parent or relative, you need an advisor who understands the unique challenges of elder care planning. Without this focus, it’s easy to overlook costs like long-term care or miss opportunities to coordinate benefits and assets effectively.
- Long-term care costs. Ask how they help you plan for expenses like assisted living or in-home care, which can quickly deplete savings.
- Government benefits navigation. Confirm they can guide you through programs like Medicaid or veterans’ benefits that may offset elder care costs.
- Legal and financial coordination. Look for advisors who work with your estate attorney and healthcare proxy to align financial plans with legal documents.
- Family communication. Check if they facilitate discussions among family members to manage expectations and responsibilities around elder care decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Christopher T
Series 65
Waxahachie, TX
Legacy Wealth Advisors, Inc.
Christopher Tucker specializes in elder care planning, offering expertise in managing long-term care costs and coordinating benefits, which is crucial for families handling aging relatives' financial needs. Based in Waxahachie, TX, he operates independently through Legacy Wealth Advisors, providing flexible fee options including a 1.75% AUM fee and hourly rates up to $250, and employs both fundamental and technical analysis to tailor strategies for diverse client types.
Experience: 7 years
Avg account: $269,912
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Hunter C
Series 66
Huntersville, NC
Merrill
Hunter Conley specializes in elder care planning, offering tailored strategies to manage long-term care costs and coordinate financial priorities for aging parents. Based in Huntersville, NC, he brings five years of experience at Merrill, a large firm, and serves mid-career professionals and high earners with a 1.10% AUM fee, providing access to comprehensive banking and credit services through Bank of America specialists.
Experience: 5 years
Avg account: $860,085
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Austin L
CFP®, Series 65
Foster City, CA
Bailard, Inc.
Austin Lastinger specializes in elder care planning, offering expertise in managing long-term care costs and coordinating financial strategies for aging clients. Based in Foster City, CA, he serves high-net-worth individuals with a flat-fee structure and integrates a multi-asset investment approach that combines quantitative models and fundamental research, distinguishing him from advisors with more traditional investment methods.
Experience: 9 years
Avg account: $5,033,851
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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 is CFP®-certified, making her well-equipped to address the financial complexities of aging relatives. Her firm offers a flat-fee structure for financial planning and employs a tactical allocation approach, which may appeal to high-net-worth clients seeking personalized investment strategies alongside elder care guidance.
Experience: 25 years
Avg account: $761,489
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Maggie B
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
Maggie Beach specializes in elder care planning and general retirement planning, making her well-equipped to address the financial complexities of caring for aging relatives. Based in Naperville, IL, she offers flat-fee services and holds CFP®, CPA, and RICP® designations, focusing on Gen X clients often balancing multiple family financial responsibilities, which distinguishes her from other advisors who may not target this demographic or fee structure.
Experience: 9 years
Avg account: $1,305,991
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