Top financial advisors working with military members and veterans
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 to civilian life or managing benefits related to your veteran status, you need an advisor who understands the unique financial challenges you face. A common mistake is working with someone unfamiliar with military benefits, which can lead to missed opportunities or costly errors.
- Benefit integration. Confirm how they incorporate military pensions, VA benefits, and survivor benefits into your overall financial plan.
- Transition planning. Ask how they help manage income changes and healthcare options during your move from active duty to civilian employment.
- Tax considerations. Military pay and benefits have special tax rules; ensure they know how to optimize your tax situation accordingly.
- Long-term support. Military and veteran financial needs evolve; check how they plan for ongoing changes in benefits and life circumstances.
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 transitions. With over 30 years of experience at Edward Jones, a large full-service firm, he provides access to diverse investment strategies and a broad advisory network, differentiating him from advisors at smaller firms or with less extensive resources.
Experience: 31 years
Avg account: $246,728
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Jonathan P
Series 66, Series 65
Reno, NV
Fidelity
Jonathan Pollack specializes in serving military and veteran clients, leveraging his experience as a U.S. Army Special Forces Green Beret to understand their unique financial challenges. Based in Reno, NV, he works at Fidelity, a large firm, and brings expertise in charitable giving and active portfolio management, supported by Series 65 and 66 licenses and a California Insurance License, distinguishing him from advisors with less military background or firm resources.
Experience: 3 years
Avg account: $234,793
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Quintina W
Series 66
Mount Pleasant, SC
Merrill
Quintina Wallace is equipped to support military and veteran clients by integrating their unique benefits into comprehensive financial strategies, leveraging her expertise in retirement income and tax planning. Based in Norfolk, VA, she operates within a large firm, Merrill, and offers a disciplined, data-driven approach influenced by her scientific background, distinguishing her from peers with a focus on healthcare professionals and women executives alongside military families.
Experience: 5 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, addressing unique challenges like benefit integration and transition planning. With 36 years of experience, he offers flat-fee and hourly options, focusing on cash flow, retirement, and estate planning, which suits clients seeking comprehensive support beyond military-specific needs in the Vallejo, CA area.
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, leveraging 27 years of industry experience and CFP® certification to address unique financial challenges such as benefit integration and transition planning. Based in Scottsdale, AZ, he offers discretionary portfolio management with a blend of fundamental and technical analysis, including options strategies, and provides flexible fee options including a negotiable hourly rate, distinguishing him from advisors with more traditional approaches.
Experience: 27 years
Avg account: $585,714
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