Millennial advisors 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 be navigating early career milestones like buying your first home, starting a family, or managing student loans while planning for retirement. Without advisors who understand Millennial-specific financial challenges, you risk missing strategies that balance short-term needs with long-term goals.
- Cash flow and debt balance. Look for advisors who integrate budgeting with debt management, not just investment advice.
- Tech-savvy communication. Millennials often prefer digital tools and transparent updates; ask how they use technology to keep you informed.
- Career transitions. Whether switching jobs or starting a side hustle, confirm how they adjust your financial plan accordingly.
- Retirement planning pace. Early and consistent saving matters; check how they help you set realistic milestones that fit your lifestyle.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Drew F
CFP®
Avon, IN
Migration Wealth Management, LLC
Drew Feutz specializes in serving Millennials, particularly those in their 30s and 40s, with expertise in business ownership considerations and tax strategies for small businesses. As a CFP®-certified founder of Migration Wealth Management, he offers flat-fee and hourly pricing options, catering to dual-income families and high earners not yet rich, which distinguishes him from advisors focusing solely on investment management.
Experience: 9 years
Avg account: $299,964
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Gerardo G
CFP®
Vista, CA
Confianza Wealth Management
Gerardo Garcia Jr. specializes in serving Millennials, particularly first-generation wealth builders and young families, with expertise in business ownership and tax strategies tailored for small business owners. His flat-fee, project-based financial planning and independent approach distinguish him from others, alongside his personal experience transitioning from military to civilian life, which informs his empathetic guidance for early career financial challenges.
Experience: 3 years
Avg account: $49,400
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Jamieson H
CFP®
Fall City, WA
Millennial Wealth
Jamieson Hopp specializes in serving Millennials, particularly young professionals and technology workers, with expertise in equity compensation such as RSUs and ESPPs. As a CFP®-certified advisor with five years of experience, he offers a holistic financial planning approach and charges a 1.00% AUM fee or $275+ monthly. Located in Fall City, WA, Jamieson combines independent advisory services with a focus on high-net-worth clients, distinguishing him from others by his equity compensation knowledge and client-centric planning.
Experience: 5 years
Avg account: $1,217,098
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Andrew M
CFP®, CFA®
Haddonfield, NJ
Wrought Financial Planning
Andrew Mastro specializes in serving Millennials, particularly entrepreneurs and self-employed professionals, addressing cash flow, tax strategies, and retirement plans tailored to business owners. His firm offers a flat monthly fee for comprehensive financial planning and an hourly consulting option, providing flexible pricing. With 20 years of experience and dual CFP® and CFA® certifications, Andrew combines deep industry knowledge with a personal commitment to clients in Haddonfield, NJ, distinguishing him from other advisors who may not focus on Millennial business owners.
Experience: 20 years
Avg account: $941,408
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Rajiv E
Series 66
San Mateo, CA
Merrill
Rajiv Eluthesen specializes in serving Millennials by integrating retirement planning with management of equity compensation like RSUs and stock options, which is crucial for early career professionals balancing multiple financial goals. Based in San Mateo, CA, he offers a 1.10% AUM fee structure through Merrill, a large firm, and emphasizes values-based investing and socially responsible strategies, distinguishing him with a CFP certification and a client-focused approach tailored to mid-career technology and biotech professionals.
Experience: 15 years
Avg account: $860,085
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