Top advisors focused on military & veterans 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.
If you are transitioning from military service or managing veteran benefits, you need an advisor who understands the unique financial challenges and opportunities that come with military life. A common mistake is working with someone unfamiliar with military-specific benefits, which can lead to missed opportunities or costly errors.
- Benefit integration. Confirm how they incorporate VA benefits, pensions, and military retirement pay into your overall financial plan.
- Transition planning. Ask how they support the shift from military to civilian income and help manage related tax implications.
- Disability and survivor benefits. Ensure they understand how these benefits affect your financial goals and long-term security.
- Military-specific investment considerations. Look for advisors who consider deployment cycles and relocation impacts when recommending investment strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Craig S
Series 63, Series 66
Erie, PA
Edward Jones
Craig Schwegman specializes in serving military and veteran clients, offering expertise in retirement income strategy and estate planning, which is crucial for managing military benefits and transition planning. Based in Erie, PA, he brings over 30 years of experience with Edward Jones, a large firm known for comprehensive wealth management and a broad advisory network, charging up to 1.35% annually in program fees, which may differ from smaller or boutique advisors.
Experience: 30 years
Avg account: $246,728
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Jonathan P
Series 65, Series 66
Reno, NV
Fidelity
Jonathan Pollack specializes in financial advising for military personnel and veterans, leveraging his experience as a U.S. Army Special Forces Green Beret to understand unique military benefits and transition challenges. Based in Reno, NV, he works with Fidelity, a large firm, and brings expertise in charitable giving and active portfolio management, offering a strategic approach that integrates military-specific financial considerations.
Experience: 3 years
Avg account: $234,793
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Antony F
Series 63, Series 66
Minneapolis, MN
Merrill
Antony Fisher is equipped to assist military members and veterans with retirement income strategy and wealth management, integrating his military background and six years of industry experience. Based in Minneapolis and affiliated with Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million, focusing also on college savings and Social Security optimization, which may appeal to clients seeking comprehensive family financial planning alongside military-specific expertise.
Experience: 6 years
Avg account: $860,085
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Arnie C
CFP®, EA
Vallejo, CA
Achievable Wealth, LLC
Arnie Cabiles specializes in financial planning for military personnel and veterans, with 36 years of experience and CFP® certification, making him well-equipped to address the unique financial challenges faced by this group. Based in Vallejo, CA, he offers flat-fee and hourly pricing, focusing on comprehensive planning including cash flow, estate, and retirement strategies, which may appeal to clients seeking a seasoned, independent advisor with a personalized approach.
Experience: 36 years
Avg account: $256,948
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Scott C
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
Scott Cadieux specializes in serving military and veteran clients, integrating their unique benefits and transition challenges into comprehensive financial plans. With 27 years of experience and CFP® certification, he offers discretionary portfolio management and customized investment strategies, including options and derivatives, from his Scottsdale-based firm. His independent status and fee structure of 1.50% AUM or negotiable hourly rates provide flexible engagement options compared to other advisors.
Experience: 27 years
Avg account: $593,750
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