Top advisors focused on financial coaching / therapy 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.
You might seek a financial coaching or therapy advisor if you feel overwhelmed by money stress or find your financial habits are holding you back. Without guidance tailored to your emotional relationship with money, it's easy to repeat unhelpful patterns or avoid important financial decisions.
- Emotional insight. Look for advisors who explore your feelings about money, not just numbers, to help shift behaviors that impact your finances.
- Behavioral strategies. Ask how they support you in building new habits and overcoming mental blocks around spending, saving, or investing.
- Holistic approach. Confirm they consider your life goals and personal values alongside your financial situation to create meaningful progress.
- Communication style. Ensure their coaching matches your preferred way of learning and discussing sensitive financial topics.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Darrin C
Series 66
Burlingame, CA
Fidelity
Darrin Chow specializes in financial coaching and therapy, helping clients address emotional money challenges and develop healthier financial habits. With 15 years of industry experience and a Series 66 designation, he works at Fidelity, a large firm known for comprehensive wealth management services, offering clients access to extensive resources and a collaborative approach tailored to long-term goals.
Experience: 15 years
Avg account: $234,793
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Michael P
CFP®, Series 66
Eagan, MN
Edward Jones
Michael Pender specializes in financial coaching and therapy, addressing emotional and behavioral aspects of money management, which is essential for those seeking to improve their financial habits and reduce money stress. Based in Eagan, MN, he brings seven years of experience and CFP® certification, working within Edward Jones, a large firm known for its broad wealth management services and fiduciary standard, offering clients a comprehensive approach with a program fee up to 1.35% annually.
Experience: 7 years
Avg account: $246,728
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David G
Series 66
Palo Alto, CA
Merrill
David Gilchrist specializes in financial coaching and therapy, offering tailored wealth management strategies that address emotional and behavioral aspects of money for high earners and established professionals. Based in Palo Alto, CA, he brings 10 years of experience and a background in accounting and tax auditing, differentiating himself with a disciplined, tax-aware investment approach at a large firm with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 10 years
Avg account: $860,085
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Abel S
CFP®, CPA, PFS™
Waianae, HI
Hui Malama Financial Advisors LLC
Abel Soares III specializes in financial coaching and therapy, integrating emotional insight with financial planning to help clients overcome mental blocks and build healthier money habits. His firm combines technical advising with psychological coaching, offering a holistic approach tailored to Millennials and minorities, with flat-fee engagements and a focus on business ownership considerations, setting him apart from other advisors in the US.
Experience: 6 years
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John F
CFP®
Summit, NJ
Grand Life Financial LLC
John Foligno is well-suited for financial coaching and therapy, especially for high-net-worth individuals and business owners, drawing on his 30+ years of professional and coaching experience and his CFP® certification. His background as a business owner and focus on business exit strategies differentiate him by offering empathetic, disciplined guidance that addresses both emotional and practical financial challenges, supported by a fee structure including a 0.90% AUM fee and hourly business consulting rates.
Experience: 6 years
Avg account: $1,713,136
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