Top financial advisors working with women business owners
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 face unique challenges like balancing personal and business finances, planning for growth, and preparing for unexpected changes. Without an advisor who understands these specific needs, you might miss opportunities to optimize your financial plan or protect your business legacy.
- Business cash flow insight. Look for advisors who consider your business income cycles when planning your personal finances.
- Exit strategy planning. Confirm how they help you prepare for selling or transitioning your business without jeopardizing your retirement goals.
- Tax implications for owners. Ask how they navigate tax rules that affect business owners differently, such as self-employment taxes and deductions.
- Risk management tailored to owners. Ensure they address risks unique to your business, like liability coverage and key person insurance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amanda C
Series 66
Plano, TX
Vanguard Advisers
Amanda Colon is well-equipped to support women business owners with her expertise in business exit strategies and family business planning, crucial for managing transitions and legacy concerns. Based in Frisco, TX, she brings nearly five years of experience at Merrill, a large firm, and offers a 1.10% AUM fee for managed strategies under $2 million, distinguishing her with a blend of specialized knowledge and accessible fee structure.
Experience: 4 years
Avg account: $416,078
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Kelly L
CFP®, Series 65
Fort Lee, NJ
Palisade Capital Management, LP
Kelly Lynch Moloney specializes in advising women business owners, offering tailored financial planning that considers unique business cash flow and exit strategy needs. With four years of experience and CFP® certification, she operates through Palisade Capital Management, an independent firm managing $4.2 billion with a research-intensive, bottom-up investment approach and flexible fee arrangements, distinguishing her from advisors with less firm-level resources or customization options.
Experience: 5 years
Avg account: $1,170,213
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Emilio E
Series 65
Towson, MD
HB Wealth
Emilio Egea specializes in advising women business owners, offering expertise in ESG investing, options strategies, and concentrated stock management, which can address complex financial needs unique to business owners. Based in New York, he operates within an independent, women-owned firm that serves high-net-worth clients with flat-fee consulting and family office services, emphasizing coordinated estate, tax, insurance, and charitable planning.
Experience: 2 years
Avg account: $4,827,884
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Tracy B
CFP®
Lake Oswego, OR
TBG Investing
Tracy Baron Garcia specializes in financial planning for women business owners, offering expertise in business sale tax planning, tax strategies for small businesses, and retirement income strategy. She provides flat-fee and tiered AUM pricing options, serving clients nationwide virtually from Lake Oswego, OR. Her background includes 25+ years in finance and a unique personal journey, differentiating her with a client-focused, accessible approach tailored to Gen X women entrepreneurs.
Experience: 1 year
Avg account: $573,671
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Willa L
Series 63, Series 65
Hamilton, MT
Edward Jones
Willa Lande specializes in serving women business owners, bringing 33 years of industry experience and a focus on retirement income strategy and charitable giving. Operating from Edward Jones, a large firm with over 23,700 advisors and $1.01 trillion in assets, she offers a comprehensive range of advisory programs with fees up to 1.35% annually, distinguishing her through seasoned expertise and access to extensive resources.
Experience: 33 years
Avg account: $246,728
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