Top advisors focused on medicare planning 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 need a Medicare planning advisor when you're approaching age 65 and must navigate enrollment periods, coverage options, and potential penalties. Without expert guidance, it's easy to miss deadlines or choose plans that don't fit your health needs or budget.
- Enrollment timing. Confirm how they help you avoid costly late enrollment penalties by tracking your specific eligibility windows.
- Plan comparison. Ask how they evaluate Medicare Advantage, Part D, and supplemental plans to match your medications and providers.
- Coordination with other coverage. Ensure they consider how Medicare interacts with employer insurance or Medicaid to prevent coverage gaps.
- Cost management. Discuss strategies they use to minimize out-of-pocket expenses, including deductibles and copays, tailored to your health profile.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Charles P
Series 63, Series 65
Easton, MD
Merrill
Charles Pritchett specializes in Medicare planning, helping clients navigate enrollment timing, plan comparisons, and cost management to avoid penalties and coverage gaps. With 36 years of experience at Merrill, a large firm, he also serves mid-career professionals and HENRY clients, offering a 1.10% AUM fee for managed strategies, which may appeal to those seeking seasoned guidance within a well-established financial institution.
Experience: 36 years
Avg account: $860,085
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Mark P
Series 66
Conneaut Lake, PA
Lakeland Investor Services, Inc.
Mark Petro specializes in Medicare planning, leveraging 23 years of experience and a Series 66 credential to guide clients through enrollment timing, plan comparisons, and cost management. Operating independently with a flat-fee structure, he serves a diverse clientele including mid-career professionals and small businesses from Conneaut Lake, PA, offering tailored financial planning and investment management that integrates long-term care and Social Security optimization.
Experience: 23 years
Avg account: $296,404
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David D
Series 65
Bellevue, WA
Leverage Planners Wealth Management, LLC
David Donhoff specializes in Medicare planning, helping clients navigate enrollment timing, plan comparisons, and cost management tailored to their health profiles. Based in Bellevue, WA, he offers independent advice with a negotiable 1.50% annual fee and $250 hourly rate, supported by nine years of experience and a Series 65 designation, distinguishing him through a blend of fundamental and technical investment analysis and educational outreach.
Experience: 9 years
Avg account: $191,387
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Thomas V
Series 63, Series 65, Series 66
Hancock, NH
Monadnock Retirement Solutions, LLC
Thomas Villeneuve specializes in Medicare planning with 18 years of experience, offering flat-fee financial planning ranging from $750 to $10,000, which can be more predictable than percentage-based fees. Based in Hancock, NH, he works through Monadnock Retirement Solutions, focusing on comprehensive retirement and income planning, and provides independent advice with a non-discretionary approach, distinguishing him from advisors who may manage assets more actively.
Experience: 18 years
Avg account: $304,843
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Jeffrey M
CFP®, Series 66
Shrewsbury, MA
Meenes Wealth Partners
Jeffrey Meenes specializes in Medicare planning, helping clients navigate enrollment timing, plan comparisons, and cost management tailored to their health profiles. Operating independently from Shrewsbury, MA, he offers flat-fee financial planning and investment management, focusing on high-net-worth individuals with a non-discretionary approach and 14 years of experience, distinguishing him from advisors who may use percentage-based fees or discretionary management.
Experience: 14 years
Avg account: $2,650,105
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