Top financial advisors working with newlyweds and engaged couples
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 married, which often means merging finances and setting shared goals. Without guidance tailored to newlyweds, it's easy to overlook how your combined financial picture affects taxes, debt, and savings.
- Joint financial planning. Look for advisors who help you create a plan that balances both partners' incomes, debts, and goals, rather than treating your finances separately.
- Debt management approach. Confirm how they address existing debts like student loans or credit cards in the context of your new combined budget.
- Tax implications. Ask how they handle filing status changes and potential tax benefits or drawbacks that come with marriage.
- Savings and investment alignment. Ensure they consider both short-term goals like buying a home and long-term plans such as retirement, coordinating your savings accordingly.
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, addressing key areas like joint financial planning and savings alignment. With two years of experience at Edward Jones, a large full-service wealth management firm, Leslie offers access to diverse investment strategies and a 1.35% annual program fee, distinguishing her from advisors with smaller firm affiliations or different fee structures.
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 financial planning for newlyweds and engaged couples, offering tailored packages that address joint financial goals, debt management, and tax implications. Based in Los Gatos, CA, she provides flat-fee, fee-only services through MainStreet Financial Planning, emphasizing a long-term, low-cost, passive investment approach with seven years of experience and CFP® certification, distinguishing her from advisors with different fee structures or investment styles.
Experience: 8 years
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Matthew F
CFP®, CFA®
Charlotte, NC
PB Wealth, LLC
Matthew Filepp specializes in financial planning for newlyweds and young families, offering expertise in tax-loss harvesting, retirement income strategy, and cash flow budgeting, which are crucial for merging finances and setting shared goals. Based in Charlotte, NC, he is a CFP® and CFA® certified advisor who provides flat-fee and AUM-based pricing, catering to millennials and dual-income families with a focus on personalized, independent advice.
Experience: 1 year
Avg account: $120,668
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Amy W
Series 66
Sarasota, FL
Ameriprise
Amy Wrightson specializes in financial planning for newlyweds and engaged couples, addressing the unique challenges of merging finances and setting shared goals. With five years of industry experience at Ameriprise, a large firm known for retirement-income planning and tax-efficient strategies, she offers a 0.15% AUM fee and brings additional expertise in estate planning and serving military clients, distinguishing her from other advisors in the US.
Experience: 6 years
Avg account: $471,167
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Chia Hsin C
Series 66
Newport Beach, CA
Merrill
Chia Hsin Chen specializes in financial planning for newlyweds and engaged couples, offering expertise in wealth management, retirement income strategy, and tax-loss harvesting to help merge finances and set shared goals effectively. 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 newly arrived Asia Pacific residents, providing culturally tailored advice and Mandarin fluency.
Experience: 21 years
Avg account: $860,085
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