Top financial advisors working with engineering professionals
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 an engineer facing unique career milestones like stock options vesting or transitioning between projects, you need an advisor who understands how these events impact your financial future. A common mistake is treating your compensation and benefits like those of other professions, which can lead to missed tax advantages or investment opportunities.
- Compensation nuances. Confirm how they handle stock options, RSUs, or bonuses specific to engineering roles.
- Career transition planning. Ask how they adjust your financial plan during job changes or project shifts.
- Tax implications. Ensure they consider the tax effects of your compensation structure, including deferred income.
- Long-term growth focus. Look for advisors who align your financial goals with the typical engineering career trajectory.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Erik P
Series 66
Providence, RI
Merrill
Erik Pelletier is well-suited for engineering professionals in the US, leveraging his own engineering background and 3 years of financial advisory experience to address executive compensation and tax-efficient strategies. Operating within Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million and specializes in multi-generational wealth transfer and cash flow management, providing a structured approach distinct from advisors without engineering experience.
Experience: 3 years
Avg account: $860,085
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Adam N
Series 66
Spring Park, MN
Edward Jones
Adam Nobs specializes in serving engineering professionals, offering expertise in college savings, multi-generational wealth transfer, and general retirement planning, which aligns with the financial complexities engineers face. Working at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment solutions and charges up to 1.35% annually, distinguishing him from advisors at smaller firms or with different fee structures.
Experience: 1 year
Avg account: $246,728
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John M
Series 65
Poway, CA
Engineering Financial Independence, Inc.
John Malaney specializes in financial advising for engineering professionals, with expertise in options and derivatives strategies that align well with the unique compensation structures in engineering careers. Operating independently with a flat-fee model, he combines fundamental analysis and quantitative methods to manage portfolios, offering personalized planning and educational resources from his base in Poway, CA, which may appeal to clients seeking a hands-on, transparent approach.
Experience: 4 years
Avg account: $387,789
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Brennain V
VerifiedSeries 65
Boise, ID
XYPN Sapphire
Brennain Van Der Hoeven specializes in serving engineering professionals, offering expertise in wealth management and liquidity event planning tailored to the unique financial challenges of this group. Based in Boise, ID, he provides flat-fee and independent advisory services, supported by a comprehensive network that integrates investment, tax, and estate planning, distinguishing him from others with a holistic approach and a strong academic background including a postgraduate degree from Oxford.
Experience: 1 year
Avg account: $1,302,587
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Amy I
CFP®, EA
Corning, NY
Rooted Planning Group
Amy Irvine is well-equipped to support engineering professionals in the US, especially those navigating complex compensation like stock options and derivatives strategies, given her 18 years of industry experience and CFP® and EA credentials. Her flat-fee structure based on complexity, focus on Gen X clients, and independent status differentiate her, along with her unique blend of financial expertise and personal interests, including her podcast and book that connect finance with lifestyle.
Experience: 19 years
Avg account: $701,684
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