Top advisors focused on elder care 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.
When you’re managing the complexities of aging parents or planning for your own future care needs, you need an advisor who understands the unique financial challenges elder care brings. Without focused expertise, it’s easy to overlook costs like long-term care or mismanage assets that affect eligibility for government benefits.
- Long-term care costs. Ask how they help you plan for expenses like nursing homes or in-home care, which can quickly deplete savings.
- Government benefits navigation. Confirm they understand programs like Medicaid and how asset limits impact your planning.
- Estate and trust coordination. Check if they work with your legal team to align financial plans with wills and trusts.
- Income and expense balancing. See how they help manage cash flow when caregiving costs fluctuate over time.
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 with legal teams on estate and trust matters. Operating from Waxahachie, TX, he provides flexible fee options including a 1.75% annual AUM fee and negotiable hourly rates, serving a diverse client base with tailored strategies that blend fundamental and technical analysis, distinguishing him from advisors with narrower focuses or fee structures.
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 expertise in managing long-term care costs and coordinating financial strategies for aging parents. Based in Huntersville, NC, he operates within Merrill, a large firm, and serves mid-career professionals and high earners, providing tailored advice with a 1.10% AUM fee for managed strategies under $2 million, distinguishing him through his comprehensive approach and firm resources.
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 estate and trust strategies, which is crucial for navigating the financial complexities of aging. Based in Foster City, CA, he serves high-net-worth clients with a flat-fee structure and employs a multi-asset investment approach that integrates quantitative models and sustainable investing, distinguishing him from advisors with more traditional methods.
Experience: 9 years
Avg account: $4,580,348
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Carol G
CFP®, Series 63, Series 65
San Mateo, CA
Gosho Financial Group
Carol Gosho specializes in elder care planning, offering expertise in retirement income strategy, income planning, and cash flow management, which are crucial for managing long-term care costs and fluctuating caregiving expenses. Based in San Mateo, CA, she is a CFP®-certified advisor with 25 years of experience, providing flat-fee and asset-based fee structures, and serving high-net-worth clients with a tactical allocation investment approach, distinguishing her from other advisors.
Experience: 25 years
Avg account: $690,408
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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 challenges of aging parents and long-term care costs. Based in Naperville, IL, she offers flat-fee services and holds CFP®, CPA, and RICP® designations, focusing on Gen X clients and the sandwich generation, which differentiates her through targeted expertise and a comprehensive approach to balancing caregiving expenses and retirement goals.
Experience: 9 years
Avg account: $1,305,991
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