Top advisors focused on planning for children with special needs 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.
When you have a child with special needs, planning for their lifelong care and financial security becomes a priority. Without focused guidance, it's easy to overlook critical benefits or legal protections that can affect your child's future.
- Government benefits navigation. Confirm how the advisor helps you understand and preserve eligibility for programs like Medicaid and Supplemental Security Income.
- Special needs trusts. Ask about their experience setting up trusts that protect your child's assets without jeopardizing benefits.
- Education and therapy funding. Look for advisors who consider how to fund specialized education and therapies alongside other financial goals.
- Long-term care planning. Ensure they address housing, healthcare, and guardianship arrangements tailored to your child's unique needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Amanda Q
Series 66
Richmond, VA
Wells Fargo Advisors
Amanda Quicke's 18 years of experience and Series 66 license equip her to assist families planning for children with special needs, particularly in navigating complex financial and legal considerations. Operating within Wells Fargo Advisors, a large firm serving high-net-worth clients, she offers access to proprietary research and tailored fee-based planning services, which may benefit clients seeking comprehensive strategies alongside specialized care planning.
Experience: 18 years
Avg account: $514,335
-
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 comprehensive financial security for families. Based in Livingston, NJ, she operates within Merrill, a large firm, providing access to extensive investment insights and banking solutions, and serves women professionals and executives, distinguishing her with a broad client focus and a 1.10% AUM fee for managed strategies under $2 million.
Experience: 9 years
Avg account: $860,085
-
Matthew S
CFP®, ChFC®, Series 63, Series 66
Baytown, TX
Edward Jones
Matthew Seale specializes in planning for children with special needs, offering expertise in government benefits navigation and special needs trusts, which are crucial for securing your child's financial future. With 21 years at Edward Jones, a large full-service wealth management firm managing over $1 trillion in assets, he provides seasoned guidance and a fee structure up to 1.35% annually, distinguishing him from advisors with less extensive firm resources or experience.
Experience: 21 years
Avg account: $246,728
-
Lanis W
Series 66
Laguna Niguel, CA
G. A. Repple & Company
Lanis Webb specializes in planning for children with special needs, offering 25 years of experience and a Series 66 designation, which supports navigating complex financial and legal considerations for lifelong care. His firm, G. A. Repple & Company, serves a diverse clientele with various investment programs, and he provides flexible fee options including flat fees and hourly rates, distinguishing him from advisors with more rigid fee structures or narrower client focuses.
Experience: 25 years
Avg account: $217,968
-
Evan H
CFP®, CFA®, Series 63, Series 65
Los Altos, CA
Mok Capital Management
Evan Hirano specializes in planning for children with special needs, offering expertise in government benefits navigation and special needs trusts, which are crucial for securing your child's financial future. Based in Los Altos, CA, he brings 10 years of experience and holds CFP® and CFA® designations, working at Mok Capital Management, a firm known for its value-based investment approach and flexible fee structure including AUM and hourly options.
Experience: 10 years
Avg account: $860,117
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")