Top advisors focused on women business owners 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 a business as a woman owner, you face unique challenges like balancing growth with personal financial goals and managing business risks that can impact your household. Without an advisor who understands these specific pressures, you might miss opportunities to align your business success with your personal wealth.
- Business and personal finance integration. Look for advisors who consider how your business cash flow and personal finances interact, not just one or the other.
- Risk management tailored to women owners. Ask how they address risks like business liability and income protection that uniquely affect women entrepreneurs.
- Growth strategy alignment. Confirm they help you plan business expansion in ways that support your long-term financial security.
- Exit planning insight. Check if they guide you through selling or transitioning your business with your personal goals in mind.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alberto B
Series 66
Miami, FL
Merrill
Alberto Boulton specializes in wealth management with a focus on women business owners, offering expertise in business ownership considerations and family business planning. Based in Miami and affiliated with Merrill, a large firm, he brings nine years of industry experience and holds the Series 66 designation. His fee structure includes a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a comprehensive approach to integrating business and personal financial goals.
Experience: 9 years
Avg account: $860,085
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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 expertise that aligns with the unique financial challenges faced by this group. Based in Fort Lee, NJ, she is a CFP®-certified independent advisor at Palisade Capital Management, LP, a firm managing $4.2 billion with a research-intensive, bottom-up investment approach and flexible fee arrangements, including a 0.80% annual fee for small cap core equity strategies.
Experience: 4 years
Avg account: $1,170,213
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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, retirement income strategy, and cash flow management. She provides flat-fee services and is a CFP®-certified independent advisor based in Lake Oswego, OR, with a unique background including 25+ years in finance and a personal focus on supporting women balancing career and caregiving responsibilities.
Experience: 1 year
Avg account: $573,671
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Willa L
Series 63, Series 65
Hamilton, MT
Edward Jones
Willa Lande's 33 years of experience and focus on women business owners equip her to address the unique financial challenges faced by women entrepreneurs, including integrating business and personal finances. As part of Edward Jones, a large firm managing over $1 trillion in assets with a broad range of advisory programs, she offers seasoned expertise and a comprehensive approach, differentiating her from advisors at smaller firms or with less extensive resources.
Experience: 33 years
Avg account: $246,728
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Melissa G
Series 63, Series 65
Atlanta, GA
Investher Fiduciary Solutions, LLC
Melissa George specializes in serving women business owners, offering expertise in retirement income strategy, business succession planning, and estate planning, which are crucial for integrating business and personal financial goals. Based in Atlanta, GA, she operates independently with a flat-fee structure for comprehensive plans and hourly consulting options, distinguishing her from others by combining fiduciary oversight with participant education through her firm InvestHER Fiduciary Solutions.
Experience: 20 years
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