Top advisors focused on parents 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.
If you're managing your parents' finances or planning for their future care, you need an advisor who understands the unique challenges that come with this role. A common mistake is overlooking the full scope of financial, legal, and healthcare considerations that affect your parents' well-being.
- Long-term care planning. Confirm how the advisor integrates healthcare costs and insurance options into your parents' financial plan.
- Estate and legacy insight. Ask how they help navigate wills, trusts, and beneficiary designations to align with your parents' wishes.
- Income and expense coordination. Look for advisors who balance your parents' income sources with ongoing and unexpected expenses.
- Family communication. Check if they facilitate discussions among family members to ensure everyone understands the financial plan.
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, income, and cash flow planning, making her well-suited to address the financial complexities faced by parents managing their own or their parents' finances. Working at Fidelity, a large firm, she brings two years of industry experience and holds a Series 66 designation, offering a blend of personal banking and financial planning expertise that may differ from advisors with longer tenure or smaller firm backgrounds.
Experience: 2 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 strategy, making her well-equipped to address the financial complexities faced by parents managing their own or their parents' finances. With 40 years of industry experience at Merrill, a large firm, she offers a seasoned perspective and personalized strategies, including education planning and tax minimization, which can be especially valuable for intergenerational families and executive clients in Greenwood Village, CO.
Experience: 40 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 general estate planning guidance makes him well-suited to address the financial complexities faced by parents, including coordinating income and expenses and planning for legacy considerations. Based in Houston, TX, he brings 18 years of experience at a large firm, Mass Mutual Investors Services, and serves clients such as founders, attorneys, and executives, offering a flexible approach supported by collaboration with specialists from Merrill and Bank of America.
Experience: 18 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 in managing their finances with a focus on intergenerational families and charitable giving, supported by 17 years of experience and CFP® certification. Operating independently through Ketwich Capital LLC in Malvern, PA, he offers flexible flat-fee financial planning and serves high-net-worth clients, distinguishing him from others by combining deep Wall Street experience with a personal commitment to purposeful wealth management.
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 assisting parents with comprehensive financial planning, including retirement and college savings strategies, which are crucial for managing family financial responsibilities. His firm employs a diversified asset-allocation approach with mutual funds and ETFs, offering discretionary portfolio management and flat-fee financial planning options, distinguishing him from advisors who may rely solely on asset-based fees or lack a broad service scope.
Experience: 11 years
Avg account: $1,223,628
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