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 be managing your finances while also supporting your parents' needs, such as healthcare decisions or estate planning. Without focused guidance, it's easy to overlook how your parents' financial choices affect your own long-term goals.
- Healthcare cost planning. Confirm how the advisor accounts for potential medical expenses and insurance coverage changes that can impact your parents' and your finances.
- Estate and legacy considerations. Ask how they help balance your parents' wishes with tax implications and your family's future needs.
- Intergenerational communication. Look for advisors who facilitate clear discussions among family members to align financial decisions and expectations.
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 supporting parents with financial planning, including retirement, income, and cash flow management, which is crucial for balancing your family's current and future needs. Working at Fidelity, a large firm, she brings two years of industry experience and holds a Series 66 designation, offering a structured approach that may differ from smaller firms or advisors with longer tenure but less institutional support.
Experience: 3 years
Avg account: $234,793
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Sandra C
Series 63, Series 66
Greenwood Village, CO
Merrill
Sandra Conroy specializes in wealth management and retirement income strategies, making her well-equipped to assist parents in managing healthcare costs and estate planning. With 40 years of experience at Merrill, a large firm, she offers a personalized approach that considers family wealth management and intergenerational communication, distinguishing her from advisors with less extensive backgrounds or narrower specialties.
Experience: 41 years
Avg account: $860,085
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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 the financial complexities parents face, including legacy considerations and intergenerational communication. Based in Houston and affiliated with a large firm, he brings 18 years of experience and collaborates with specialists to offer comprehensive solutions, 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 specializes in serving parents and intergenerational families, offering expertise in charitable giving and wealth management, which supports complex family financial needs. With 17 years of experience, a CFP® certification, and a flat-fee structure, he provides accessible planning options while drawing on his Wall Street background and personal commitment to family-focused financial security.
Experience: 17 years
Avg account: $1,417,865
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Steven E
CFP®
East Amherst, NY
Level Financial Advisors, Inc.
Steven Elwell specializes in supporting parents with financial planning, including college savings and cash flow management, which are crucial for families balancing multiple financial priorities. His firm offers flat-fee and hourly planning options, uses a diversified asset-allocation approach, and serves a broad client base including trusts and small-business retirement plans, providing flexibility and comprehensive services compared to other advisors.
Experience: 11 years
Avg account: $1,339,549
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