Top advisors focused on newlywed/engaged 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 planning your financial future together after getting engaged or recently married, facing decisions about combining finances, managing debt, and setting joint goals. Without guidance tailored to your new partnership, it's easy to overlook how your individual financial habits and obligations affect your shared plans.
- Joint financial planning. Look for advisors who help you merge budgets, debts, and savings into a cohesive plan that respects both partners' situations.
- Communication facilitation. The right advisor encourages open discussions about money, helping you align priorities and avoid misunderstandings.
- Goal alignment. Ask how they assist in setting shared milestones like buying a home or starting a family, ensuring your financial steps support your life plans.
- Debt management strategies. Confirm they consider both partners' debts and credit profiles to create a balanced approach to repayment and future borrowing.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Leslie G
Series 66
Junction City, KS
Edward Jones
Leslie Goodwin specializes in financial planning for newlyweds and engaged couples, offering expertise in wealth management, retirement income strategy, and college savings plans. Based in Junction City, KS, and affiliated with Edward Jones, a large full-service firm, Goodwin provides access to extensive resources and a broad network, with a fee structure of up to 1.35% annually, which may differ from smaller firms or independent advisors.
Experience: 2 years
Avg account: $246,728
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Cynthia F
CFP®
Los Gatos, CA
MainStreet Financial Planning, Inc.
Cynthia Flannigan specializes in guiding newlyweds and engaged couples through joint financial planning, leveraging her CFP® certification and seven years of experience to address combined budgets, debts, and shared goals. Operating from Los Gatos, CA, she offers flat-fee packages and emphasizes a long-term, low-cost, passive investment approach, distinguishing her from others by providing structured planning with a focus on tax efficiency and educational support.
Experience: 7 years
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Matthew F
CFP®, CFA®
Charlotte, NC
PB Wealth, LLC
Matthew Filepp is well-suited for couples recently married or engaged, offering expertise in cash flow and budgeting alongside retirement income strategy, which supports joint financial planning and goal alignment. His background as a CFP® and CFA® with experience at major financial institutions, combined with a flat-fee structure and focus on young families and millennials, distinguishes him from other advisors by blending professional credentials with a client-centered, independent approach in Charlotte, NC.
Experience: 0 years
Avg account: $120,668
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Amy W
Series 66
Sarasota, FL
Ameriprise
Amy Wrightson specializes in assisting newlywed and engaged couples, offering expertise in retirement plans for business owners and estate planning, which supports joint financial planning and goal alignment. Based in Sarasota, FL, she brings five years of financial advising experience at Ameriprise, a large firm known for tax-efficient strategies and a 0.15% AUM fee, distinguishing her with a strong background in behavioral healthcare and military client focus.
Experience: 5 years
Avg account: $471,167
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Chia Hsin C
Series 66
Irvine, CA
Merrill
Chia Hsin Chen specializes in financial planning for newlyweds and engaged couples, offering expertise in wealth management, retirement income strategy, and college savings. Based in Irvine, CA, she brings 21 years of experience at Merrill, a large firm, and serves clients including executives and founders, with a focus on those from Asia Pacific regions. Her fluency in Mandarin and tailored approach to cultural financial concerns distinguish her from other advisors.
Experience: 21 years
Avg account: $860,085
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