Top financial advisors working with married couples and partners
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 an advisor when you and your partner want to align your financial goals, manage joint assets, or plan for major life events like buying a home or starting a family. Without experience in couples' finances, advisors can overlook how individual money habits and shared goals interact, leading to plans that don't fit your unique partnership.
- Communication style. Look for advisors who facilitate open discussions about money values and priorities between partners.
- Conflict resolution approach. Ask how they handle differing financial opinions to keep your plan on track.
- Joint and individual planning. Confirm they balance shared goals with each partner's personal financial needs and responsibilities.
- Estate and beneficiary coordination. Ensure they consider how your plans affect wills, trusts, and beneficiary designations for both partners.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kayla S
Series 63, Series 65
Warwick, RI
Mass Mutual Investors Services
Kayla Santos specializes in working with married couples and partners, offering expertise in divorce financial planning, estate guidance, and multi-generational wealth transfer, which supports managing joint and individual financial goals. Based in Warwick, RI, she brings 10 years of experience at a large firm, Mass Mutual Investors Services, and combines advisory services with insurance expertise, providing a comprehensive approach compared to other advisors.
Experience: 10 years
Avg account: $249,379
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Robert S
Series 66
Summit, NJ
Merrill
Robert Schiano specializes in wealth management and retirement income strategies, making him well-suited to assist married couples and partners in aligning their financial goals and planning for retirement. As a seasoned advisor at Merrill, a large firm, he collaborates with attorneys and CPAs to provide comprehensive financial services, focusing on personalized strategies and ongoing reviews, which distinguishes him from others in Summit, NJ.
Experience: 26 years
Avg account: $860,085
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Lynn M
VerifiedSeries 65
Wilmington, NC
Masonboro Advisors
Lynn Matheron specializes in working with married couples and partners, focusing on retirement income strategy and Social Security optimization, which suits couples planning for retirement together. Based in Wilmington, NC, she offers flat-fee financial planning and independent advice through Masonboro Advisors, a firm managing $206 million with a tailored asset-allocation approach, differentiating her from advisors with more traditional fee structures or less focus on retirement planning.
Experience: 3 years
Avg account: $902,507
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Ben S
CFP®
Malvern, PA
Ketwich Capital LLC
Ben Schmid specializes in working with married couples and partners, offering expertise in wealth management and charitable giving. Based in Malvern, PA, he brings 17 years of experience and a CFP® certification, providing flat-fee financial planning tailored to high-net-worth clients. His background includes Wall Street experience and a focus on purposeful wealth, distinguishing him from others by combining professional insight with a personal commitment to family values.
Experience: 18 years
Avg account: $1,417,865
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Peter B
Series 66
Onalask, WI
Westminster Financial Advisory Corp
Peter Bittermann specializes in working with married couples and partners, offering expertise in income planning, retirement income strategy, and wealth management, which suits joint financial goal alignment and major life event planning. Based in Onalask, WI, he brings 26 years of experience and an independent, seasoned approach with negotiable fees up to 2.5% AUM, differentiating him through a diversified, multi-asset investment strategy and tactical portfolio adjustments.
Experience: 26 years
Avg account: $630,085
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