Top advisors focused on self-employed 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 run your own business, you need an advisor who understands how to balance personal and business finances together. Without this insight, you might miss tax deductions or mismanage cash flow, which can hurt both your business and your personal goals.
- Business cash flow insight. Look for advisors who ask about your business income cycles and expenses, not just your personal budget.
- Tax planning for self-employed. Confirm they know how to handle quarterly estimated taxes and deductions unique to self-employed individuals.
- Retirement options for business owners. Ask which retirement plans they recommend based on your business structure and income variability.
- Expense tracking strategies. A good advisor helps you organize business expenses to maximize tax benefits and simplify record-keeping.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna specializes in advising self-employed individuals and business owners, offering expertise in business exit strategies and tax-loss harvesting, which are crucial for managing both personal and business finances effectively. Operating within Primerica Advisors, a large firm, she provides flexible fee options including flat fees and subscription-based consulting, which may suit clients seeking varied financial planning services with a personalized approach.
Experience: 1 year
Avg account: $230,599
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Geoffrey T
Series 66
Chicago, IL
Sanctuary Advisors, LLC
Geoffrey Tomes is well-equipped to assist self-employed individuals by integrating retirement income strategies and business exit planning, crucial for managing both personal and business finances effectively. Operating from a large firm, he offers flat-fee financial planning and brings 26 years of experience, distinguishing him with a seasoned approach and expertise in active portfolio management and private investments.
Experience: 26 years
Avg account: $1,618,113
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Ryan V
CFP®, Series 63, Series 66
Richfield, OH
Schwab Wealth Advisory
Ryan Vollweiler's extensive 22 years of experience and CFP® certification equip him to address the complex financial needs of self-employed individuals, including tax-loss harvesting and active portfolio management. Operating within Schwab Wealth Advisory, a large firm known for its integrated product ecosystem, he offers non-discretionary investment advice and wealth management, distinguishing him from advisors at smaller firms by leveraging proprietary research tools and asset-allocation models.
Experience: 22 years
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Jonathan L
Series 66
Roseville, CA
LPL Enterprise
Jonathan Levatino specializes in serving self-employed individuals and business owners, offering expertise in general retirement planning and tax-loss harvesting that can help manage both personal and business finances effectively. Operating through LPL Enterprise, a large firm with a flat-fee structure, he brings three years of industry experience and a unique perspective from his diverse background, including prior roles at Prudential and Apple, which may differentiate him from other advisors in the US.
Experience: 3 years
Avg account: $239,757
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Rachel G
Series 63, Series 65
Ronkonkoma, NY
Verity Asset Management
Rachel Gentz specializes in advising self-employed individuals, leveraging her six years of experience and expertise in tax-loss harvesting and active portfolio management to address the unique financial challenges of business owners. Operating independently with a flat-fee structure, she offers personalized financial planning through Verity Asset Management, which emphasizes tactical asset allocation and retirement-plan advisory, distinguishing her from advisors with more traditional fee models or less focus on self-employed clients.
Experience: 6 years
Avg account: $145,771
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