Top advisors focused on married/couples/partners 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 financial decisions together, like buying a home, planning for children, or managing joint retirement goals. Without an advisor who understands the unique dynamics of married or partnered finances, you risk missing opportunities to optimize your combined resources.
- Joint goal alignment. Look for advisors who ask about both your individual and shared financial priorities, not just one partner's.
- Income and tax coordination. Confirm how they handle combined income streams and tax strategies that affect your household.
- Estate and beneficiary planning. Ask how they approach wills, trusts, and beneficiary designations to protect both partners.
- Conflict navigation. A good advisor recognizes and helps manage differing financial views between partners, rather than ignoring them.
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 advising married couples and partners, offering expertise in divorce financial planning, estate guidance, and multi-generational wealth transfer, which supports joint financial decision-making. Based in Warwick, RI, she brings nine years of experience at a large firm, Mass Mutual Investors Services, and combines her advisory role with insurance expertise, providing a broad range of financial services beyond typical investment advice.
Experience: 9 years
Avg account: $249,379
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Sandra C
Series 63, Series 66
Greenwood Village, CO
Merrill
Sandra Conroy specializes in serving married couples and partners, offering wealth management and retirement income strategies tailored to joint financial goals. With 40 years of experience at Merrill, a large firm, she combines expertise in tax minimization and family wealth management, making her well-suited for couples seeking coordinated financial planning. Her background as a former business owner and executive adds practical insight, distinguishing her from advisors focused solely on individual planning.
Experience: 40 years
Avg account: $860,085
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Ben S
CFP®
Malvern, PA
Ketwich Capital LLC
Ben Schmid is well-equipped to assist married couples and partners in the US by addressing joint financial goals, tax coordination, and estate planning, supported by his 17 years of industry experience and CFP® certification. His independent firm, Ketwich Capital LLC, offers flexible flat-fee and ongoing planning options, catering to high-net-worth clients, and his background includes Wall Street experience and a focus on purposeful wealth management, distinguishing him from other advisors.
Experience: 17 years
Avg account: $1,417,865
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Robert K
Series 63, Series 65
Atlanta, GA
Smith & Howard Wealth Management, LLC
Robert Kaercher Jr. specializes in advising married couples and partners, offering expertise in estate planning, cash flow management, and active portfolio strategies, which supports joint financial decision-making. Based in Atlanta, he serves high-net-worth clients independently with 16 years of experience at Smith & Howard Wealth Management, where fees include a 1% AUM charge and hourly planning rates, distinguishing him through a comprehensive approach to complex financial needs.
Experience: 16 years
Avg account: $3,319,352
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Peter B
Series 66
Onalask, WI
Westminster Financial Advisory Corp
Peter Bittermann specializes in financial planning for married couples and partners, leveraging 25 years of experience and a Series 66 designation to address joint income, retirement income strategies, and wealth management. His firm employs a diversified, multi-asset class investment approach with tactical adjustments, offering negotiable fees up to 2.5% annually, which may appeal to clients seeking tailored strategies and flexible fee arrangements in Onalask, WI.
Experience: 25 years
Avg account: $630,085
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