Top planning for children with special needs financial advisors
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.
When you have a child with special needs, planning for their lifelong care and financial security becomes a priority. Without focused expertise, advisors might overlook critical benefits or supports that can affect your child's future.
- Government benefits knowledge. Confirm the advisor understands programs like Medicaid and Supplemental Security Income, which have strict income and asset rules.
- Special needs trust guidance. Ask how they help set up trusts that protect your child's eligibility for public benefits.
- Education and therapy funding. Look for advisors who consider costs and funding options for specialized education and therapies.
- Long-term planning focus. Ensure they plan beyond your lifetime, addressing guardianship and ongoing financial management for your child.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke's 18 years of experience and specialty in planning for children with special needs equip her to address complex financial and care considerations, including government benefits and special needs trusts. Operating within Wells Fargo Advisors, a large firm serving high-net-worth clients, she offers access to extensive proprietary research and tailored fee-based planning, distinguishing her from advisors with smaller firm resources or different client focuses.
Experience: 18 years
Avg account: $514,335
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Rudenca B
Series 66
Livingston, NJ
Merrill
Rudenca Blloshmi specializes in planning for children with special needs, offering expertise in wealth management and retirement income strategy, which supports long-term financial security for families. Based in Livingston, NJ, she works at Merrill, a large firm, providing access to extensive investment insights and banking solutions, and serves women professionals and executives, charging a 1.10% AUM fee for managed strategies under $2 million.
Experience: 9 years
Avg account: $860,085
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Matthew S
CFP®, ChFC®, Series 63, Series 66
Baytown, TX
Edward Jones
Matthew Seale specializes in planning for children with special needs, bringing 21 years of experience and CFP® and ChFC® credentials to address complex financial and estate planning needs. Operating within Edward Jones, a large full-service wealth management firm, he offers a range of advisory programs with an annual fee up to 1.35%, providing access to extensive resources and investment options compared to smaller firms.
Experience: 21 years
Avg account: $246,728
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Lanis W
Series 66
Laguna Niguel, CA
G. A. Repple & Company
Lanis Webb specializes in planning for children with special needs, bringing 25 years of experience and a Series 66 designation to address complex financial and care considerations. Operating independently at G. A. Repple & Company, he offers flexible fee structures including flat fees and asset-based management, serving a diverse clientele with tailored investment strategies and comprehensive planning beyond typical advisory services.
Experience: 26 years
Avg account: $217,968
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Evan H
CFP®, CFA®, Series 65, Series 63
Los Altos, CA
Mok Capital Management
Evan Hirano specializes in planning for children with special needs, bringing nine years of experience and CFP® and CFA® credentials to address complex financial and care considerations. Based in Los Altos, CA, he offers independent advice through Mok Capital Management, which uses a value-based investment approach and options strategies, differentiating him with a blend of specialized planning and sophisticated portfolio management.
Experience: 10 years
Avg account: $860,117
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