Top advisors focused on widow/widower 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.
Losing a spouse brings not only emotional challenges but also complex financial decisions that can affect your long-term security. Without guidance tailored to your new situation, you might overlook critical benefits or mismanage survivor income, leading to unnecessary financial strain.
- Survivor benefits expertise. Confirm how the advisor helps you navigate Social Security survivor benefits and pension options to maximize your income.
- Estate and inheritance planning. Ask how they address changes in estate plans and beneficiary designations after your loss.
- Income replacement strategies. Look for advisors who consider your new cash flow needs and adjust investment plans accordingly.
- Emotional sensitivity. Ensure the advisor recognizes the emotional impact of widowhood and approaches your financial planning with empathy and patience.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Tracey H
ChFC®, Series 66
Albemarle, NC
Edward Jones
Tracey Hayes specializes in supporting widows and widowers with retirement income strategies and estate planning guidance, addressing the financial complexities following the loss of a spouse. Based in Albemarle, NC, she brings 14 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, and offers advisory programs with fees up to 1.35% annually, providing a broad range of investment options compared to smaller firms.
Experience: 14 years
Avg account: $246,728
-
Glenn E
Series 63, Series 66
Short Hills, NJ
Merrill
Glenn Evans specializes in assisting widows and widowers with wealth management and retirement income strategies, addressing the financial complexities following the loss of a spouse. Based in Short Hills, NJ, he brings 16 years of experience at Merrill, a large firm, and serves diverse clients including business owners and medical professionals, offering a 1.10% AUM fee for managed strategies under $2 million.
Experience: 16 years
Avg account: $860,085
-
Catherine C
CFP®
Oakland, CA
Curtis Financial Planning
Catherine Curtis specializes in financial planning for widows and widowers, offering expertise in equity compensation tax strategy, cash flow management, and charitable giving. Operating independently in Oakland, CA, she provides flat-fee and asset-based fee structures tailored to high-net-worth clients, distinguishing her through a strategic asset allocation approach and a focus on women's financial needs.
Experience: 13 years
Avg account: $2,151,316
-
Tyler L
CFP®, Series 66
Dunwoody, GA
Fidelity
Tyler Legault specializes in supporting widows and widowers by focusing on retirement income strategy and income planning, which are crucial for managing survivor benefits and adjusting to new cash flow needs. As a CFP®-certified consultant at Fidelity, a large firm, he brings five years of experience and uses visual tools to help clients stay organized, distinguishing him from advisors who may not emphasize client education or work within large institutional settings.
Experience: 5 years
Avg account: $234,793
-
William B
Series 65
Menlo Park, CA
BKB Financial Advisors, LLC
William Binder specializes in supporting widows and widowers by focusing on retirement income strategy and Social Security optimization, which are crucial for managing survivor benefits and income replacement. His independent practice in Menlo Park, CA, offers hourly fee-based advice emphasizing client education and participation, distinguishing him from others by providing flexible, personalized planning without asset management, backed by over 20 years of industry experience.
Experience: 21 years
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")