Top financial advisors working with millennials
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 your financial path while balancing student loans, early career growth, and saving for big goals like buying a home or starting a family. Without guidance tuned to your unique Millennial challenges, it's easy to overlook how your current spending and saving habits affect your long-term wealth.
- Cash flow focus. Look for advisors who help you manage day-to-day budgeting alongside investing, not just one or the other.
- Debt integration. Confirm they consider your student or personal loans as part of your overall financial plan, not separate issues.
- Career stage awareness. Ask how they adjust strategies as your income and priorities evolve through your 20s and 30s.
- Technology comfort. Millennials often prefer digital tools; check if the advisor uses platforms that fit your communication style and 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 balancing dual incomes and business ownership, with a focus on tax strategies and financial planning tailored to evolving career stages. His firm offers a flat-fee structure starting at $3,900 per year and additional hourly options, providing transparent pricing. Based in Avon, IN, Drew's nine years of experience and CFP® certification distinguish him among advisors who integrate debt and cash flow management for younger clients.
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 business owners, with expertise in tax strategies and retirement plans tailored for small businesses. His flat-fee, project-based financial planning and independent approach offer accessible guidance for those balancing early career growth and financial challenges. Located in Vista, CA, Gerardo's personal experience transitioning from military service to civilian life informs his empathetic and culturally aware financial advice.
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 and young professionals, particularly those in technology roles with equity compensation like RSUs and ESPPs, making him well-suited for managing complex financial needs common to this group. His CFP® certification, five years of experience, and independent status at Millennial Wealth, combined with a fee structure including a 1.00% AUM fee and monthly minimums, distinguish him from others by offering focused expertise on equity and tailored planning for high-net-worth clients.
Experience: 6 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, by focusing on cash flow management, tax strategies, and retirement plans tailored to business owners. His firm offers a flat monthly fee for comprehensive financial planning, distinguishing him from others with hourly consulting options, and his 20 years of experience combined with CFP® and CFA® designations provide a strong foundation for addressing evolving financial priorities.
Experience: 20 years
Avg account: $941,408
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Rajiv E
Series 66
San Francisco, CA
Merrill
Rajiv Eluthesen specializes in serving Millennials, particularly those in technology and biotech professions, with expertise in managing equity compensation and retirement planning. His approach integrates socially responsible investing and adapts strategies for mid-career professionals, making him well-suited for Millennials balancing career growth and financial goals. Based in San Mateo, CA, and affiliated with Merrill, he offers a 1.10% AUM fee and holds a CFP certification, distinguishing him with both credentials and a large-firm resource base.
Experience: 16 years
Avg account: $860,085
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