Top advisors focused on inherited wealth 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 need an inherited wealth advisor if you've recently received a significant estate or trust, or if you're planning how to manage assets passed down to you. Without focused guidance, it's easy to overlook tax implications or mismanage the timing of asset transfers, which can reduce the value you ultimately keep.
- Estate tax navigation. Confirm how they help minimize taxes that can arise when wealth passes between generations.
- Trust management insight. Ask how they coordinate with trustees to align investment decisions with trust terms.
- Legacy planning focus. Look for advisors who consider your goals for preserving wealth across multiple generations.
- Asset liquidity strategies. Discuss how they handle converting inherited assets into usable funds without unnecessary losses.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Stephen B
CFP®
Charlotte, NC
Flat Fee Financial LLC
Stephen Boatman specializes in inherited wealth and offers comprehensive financial planning with a focus on tax planning, investment management, and legacy preservation, which is crucial for managing assets passed down through estates or trusts. His flat-fee structure, CFP® certification, and experience serving Baby Boomers, along with his openness to alternative investments like real estate and private credit, distinguish him from other advisors who may focus solely on traditional stock market solutions.
Experience: 10 years
Avg account: $631,559
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Sam W
CFP®
Indianapolis, IN
WealthGuides LLC
Sam Wagner specializes in inherited wealth, offering expertise in estate tax navigation and legacy planning, which is crucial for managing assets passed down through generations. Based in Indianapolis, he is a CFP®-certified independent advisor with six years of experience, serving clients nationwide and focusing on Gen X individuals. His fee structure includes a monthly financial planning fee and a tiered investing fee, providing flexible options compared to other advisors.
Experience: 6 years
Avg account: $369,126
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Khatuna T
Series 66
Wellesley Hills, MA
Merrill
Khatuna Tkebuchava is equipped to assist with inherited wealth management, offering expertise in legacy planning, liquidity management, and tax minimization, which are crucial for handling assets passed down through estates or trusts. Affiliated with Merrill, a large firm, she brings 11 years of experience and serves women professionals and executives, charging a 1.10% fee for managed strategies under $2 million, distinguishing her with a focus on socially responsible investing and personalized client engagement.
Experience: 11 years
Avg account: $860,085
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Jaime B
CFP®, CPA
Naples, FL
Susko Wealth Advisors
Jaime Bollinger specializes in inherited wealth and general retirement planning, making him well-suited to help manage assets passed down through estates or trusts. With 14 years of experience, CFP® and CPA credentials, and a 1% AUM fee structure, he offers independent advice from Naples, FL, focusing on Baby Boomer clients and addressing challenges like spousal financial dependency and legacy planning.
Experience: 14 years
Avg account: $415,288
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Scott E
CFP®, CPA
Austin, TX
Avant Financial Advisors
Scott Ela specializes in inherited wealth and general tax planning, making him well-equipped to help manage estate and trust assets with a focus on minimizing tax impacts. Based in Austin, TX, he offers flat-fee and AUM-based pricing, serves high-net-worth Gen X clients, and brings 11 years of experience combined with CFP® and CPA credentials, distinguishing him through a blend of tax expertise and personalized financial planning.
Experience: 11 years
Avg account: $1,183,145
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