Top advisors focused on sandwich generation 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.
You might be juggling financial support for aging parents while also saving for your own retirement or your children's education. Without focused guidance, it's easy to overlook how these competing priorities affect your cash flow and long-term goals.
- Cash flow balancing. Ask how they help manage simultaneous expenses like elder care and college tuition without derailing your savings.
- Benefit coordination. Confirm if they understand government programs for seniors and how these interact with your family finances.
- Estate and legacy planning. Check how they approach planning that protects your parents' assets while securing your family's future.
- Stress management strategies. See if they offer advice on handling the emotional and financial strain unique to the sandwich generation.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Tracey H
ChFC®, Series 66
Albemarle, NC
Edward Jones
Tracey Hayes specializes in supporting the sandwich generation, offering expertise in caring for aging parents alongside retirement income strategy and estate planning. Based in Albemarle, NC, she brings 14 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, and provides advisory programs with fees up to 1.35% annually, distinguishing her with broad resources and tailored financial solutions.
Experience: 14 years
Avg account: $246,728
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Michael P
Series 66
Gilbert, AZ
Merrill
Michael Plesh specializes in serving the sandwich generation, offering expertise in retirement income strategy, income planning, and wealth management, which are crucial for balancing care for aging parents and personal financial goals. Based in Gilbert, AZ, he works with business owners and mid-career professionals through Merrill, a large firm, and charges a 1.10% fee for managed strategies under $2 million, providing a structured approach to optimizing financial decisions.
Experience: 8 years
Avg account: $860,085
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Maggie B
CFP®, CPA, RICP®
Naperville, IL
NexJenn Financial Services
Maggie Beach specializes in supporting the sandwich generation by balancing elder care planning with retirement and education savings, backed by her 9 years of experience and credentials including CFP®, CPA, and RICP®. Operating independently with a flat-fee structure starting at $5,500, she focuses on Gen X clients in Naperville, IL, offering personalized retirement plans that address the unique financial pressures of managing multiple family priorities.
Experience: 9 years
Avg account: $1,305,991
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Charles L
Series 65
Redwood City, CA
Lexington Avenue Capital Management, LLC
Charles Lee specializes in serving the sandwich generation, offering expertise in retirement planning and wealth management that can help balance the financial demands of supporting aging parents and saving for the future. His firm uses a long-term, diversified investment approach with low-fee passive funds, and he offers flexible fee options including flat fees and hourly rates, distinguishing him from advisors with more traditional fee structures.
Experience: 9 years
Avg account: $1,102,303
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Carmetta J
CFP®
San Francisco, CA
Joyner Financial Planning LLC
Carmetta Joyner specializes in supporting the sandwich generation by focusing on cash flow management, college savings, and retirement withdrawal strategies, which are crucial for balancing expenses like elder care and education. Based in San Francisco, she offers flat-fee services as a CFP®-certified, independent advisor with four years of experience, catering especially to Millennials and young professionals, providing practical, actionable financial plans without overwhelming complexity.
Experience: 4 years
Avg account: $0
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