Top medicare planning financial advisors
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 choose the right Medicare coverage options to avoid costly gaps or penalties. A common mistake is selecting plans without fully understanding how they coordinate with your existing health needs and finances.
- Coverage coordination. Ask how they help align Medicare parts A, B, C, and D with your current health care providers and medications.
- Enrollment timing. Confirm they guide you on when to sign up to prevent late enrollment penalties and coverage delays.
- Cost management. Look for advisors who explain how premiums, deductibles, and out-of-pocket limits affect your overall budget.
- Supplemental options. Inquire about their approach to Medicare Advantage and Medigap plans to fill coverage gaps effectively.
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, making him well-equipped to assist those approaching age 65 with coverage coordination and enrollment timing. With 36 years of experience at Merrill, a large firm, he also offers expertise in retirement planning and wealth management, charging a 1.10% AUM fee for managed strategies, which may appeal to clients seeking comprehensive financial guidance alongside Medicare advice.
Experience: 37 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 with 23 years of experience, offering flat-fee, à la carte financial planning and investment consultation services. Based in Conneaut Lake, PA, he leads Lakeland Investor Services, which serves individuals and small businesses, using tailored portfolios and Monte Carlo simulations to manage risk and time horizons, distinguishing him from advisors focused solely on Medicare without broader wealth advisory capabilities.
Experience: 24 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, retirement income strategy, and tax planning, making him well-equipped to guide clients through Medicare coverage coordination and cost management. Based in Bellevue, WA, he offers a negotiable 1.50% annual fee for asset management and $250 hourly consulting, supported by nine years of experience and an independent approach that includes educational outreach and a blend of fundamental and technical investment analysis.
Experience: 10 years
Avg account: $191,387
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Thomas V
VerifiedSeries 63, Series 65, Series 66
Hancock, NH
Monadnock Retirement Solutions, LLC
Thomas Villeneuve specializes in Medicare planning with 18 years of experience, offering guidance on coverage coordination, enrollment timing, and cost management. His firm, Monadnock Retirement Solutions, provides flat-fee financial planning and manages assets on a non-discretionary basis, focusing on written plans and ongoing portfolio oversight, which may appeal to clients seeking structured, independent advice in Hancock, NH.
Experience: 19 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 coordinate coverage options and manage costs effectively as they approach retirement. His independent firm offers flat-fee financial planning with a focus on asset allocation using Modern Portfolio Theory, serving high-net-worth and retired clients without a net-worth minimum, which distinguishes him from advisors who may use percentage-based fees or discretionary management.
Experience: 14 years
Avg account: $2,650,105
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