Top financial advisors working with parents
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 seek a financial advisor when your parent needs help managing retirement income, healthcare costs, or estate planning. Without focused expertise, advisors can overlook the unique financial and emotional challenges that come with supporting aging parents.
- Healthcare cost planning. Confirm how they incorporate potential long-term care and medical expenses into your parent's financial plan.
- Estate and legacy considerations. Ask how they help balance your parent's wishes with tax implications and beneficiary designations.
- Family communication. Look for advisors who facilitate clear discussions among family members to align financial decisions and expectations.
- Income sustainability. Ensure they evaluate your parent's income sources to maintain stability throughout retirement and unexpected events.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Vandana D
Series 66
Dublin, CA
Fidelity
Vandana Devi specializes in retirement and income planning, with a focus on parents, making her well-suited to address healthcare costs and estate considerations for aging parents. Based in Dublin, CA, she brings three years of experience at Fidelity, a large firm, and holds a Series 66 designation, offering a structured approach to budgeting and cash flow management compared to smaller firms.
Experience: 3 years
Avg account: $234,793
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Myranda J
Series 66
Chicago, IL
Merrill
Myranda Johnson specializes in wealth management and estate planning, making her well-suited to address the financial complexities parents face, including legacy planning and retirement income. Based in Chicago and affiliated with Merrill, a large firm, she focuses on busy professionals and families, offering integrated financial planning and tax minimization strategies that differentiate her from advisors with narrower scopes or smaller firm resources.
Experience: 3 years
Avg account: $860,085
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Carolina M
ChFC®, Series 66
Sarasota, FL
Greater Financial
Carolina Martinez specializes in supporting parents with retirement planning and cash flow management, addressing key concerns like income sustainability and healthcare costs. Operating independently in Sarasota, FL, she offers flat-fee coaching and educational seminars without account minimums, distinguishing her with accessible services and a focus on women professionals and parents.
Experience: 4 years
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Daniel M
Series 66
Houston, TX
Mass Mutual Investors Services
Daniel Miller's expertise in wealth management and estate planning, combined with his focus on parents and women professionals, equips him to address retirement income and legacy concerns effectively. Based in Houston and affiliated with a large firm, he offers comprehensive solutions by collaborating with specialists, distinguishing him from advisors with narrower scopes or smaller firm resources.
Experience: 19 years
Avg account: $249,379
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Ben S
CFP®
Malvern, PA
Ketwich Capital LLC
Ben Schmid is well-equipped to assist parents with retirement income and estate planning, leveraging his 17 years of experience and CFP® certification. His firm, Ketwich Capital LLC, offers flat-fee financial planning and serves high-net-worth clients, distinguishing him with a focus on intergenerational families and charitable giving, alongside his independent advisory approach from Malvern, PA.
Experience: 18 years
Avg account: $1,417,865
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