Top advisors focused on women professionals 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're a woman professional balancing career growth with financial goals, you need an advisor who understands the unique challenges you face, like wage gaps or career breaks. Without this insight, advisors might overlook key factors that affect your long-term wealth.
- Career-aware planning. Look for advisors who consider your career trajectory and potential interruptions when crafting your financial plan.
- Income gap strategies. Ask how they address wage disparities and their impact on retirement savings and investment choices.
- Work-life balance focus. Confirm they incorporate your personal priorities, such as family planning or caregiving, into financial decisions.
- Networking and mentorship. See if they connect you with resources or communities that support women professionals' financial empowerment.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lance L
Series 63, Series 65
Cincinnati, OH
Merrill
Lance Lohr specializes in financial planning for women professionals, addressing unique challenges like career breaks and wage gaps with a focus on retirement income strategy and wealth management. As a seasoned advisor at Merrill, a large firm, he offers personalized strategies with a 1.10% AUM fee and brings 29 years of experience, making him a strong choice for women executives and business owners seeking comprehensive financial guidance.
Experience: 29 years
Avg account: $860,085
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Le Anne M
CFP®, ChFC®, Series 66
North Oaks, MN
Edward Jones
Le Anne Morris specializes in advising women professionals, addressing unique challenges like career breaks and wage gaps with a focus on retirement income strategy and wealth management. As a CFP®-certified advisor at Edward Jones, a large firm managing over $1 trillion in assets, she offers comprehensive services including discretionary wrap fee strategies, which may appeal to clients seeking robust resources and a structured fee program up to 1.35% annually.
Experience: 11 years
Avg account: $246,728
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Anna A
CFP®, Series 63, Series 66
Rockwall, TX
Mercer Global Advisors Inc.
Anna Apodaca specializes in serving women professionals, offering career-aware financial planning that considers unique challenges like wage gaps and career breaks. With 17 years of experience and CFP® certification, she works at Mercer Global Advisors, a large firm known for its Modern Portfolio Theory-based investment approach and services tailored to high-net-worth clients, including flat-fee options and expertise in retirement plans for business owners.
Experience: 17 years
Avg account: $2,214,259
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Kevin H
CFP®, Series 63, Series 65
Birmingham, AL
RFG Advisory, LLC
Kevin Harper's extensive 29-year experience and CFP® certification equip him to address the financial complexities faced by women professionals, including career interruptions and income disparities. Operating from Birmingham, AL, he offers flat-fee financial planning and combines active and passive investment strategies through RFG Advisory, LLC, which serves a diverse client base including individuals and institutions, setting him apart with a broad service scope and seasoned expertise.
Experience: 29 years
Avg account: $319,336
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John B
Series 65
Plano, TX
Savant Wealth Management
John Brown specializes in serving women professionals, addressing unique challenges like career breaks and income disparities with expertise in retirement income strategy and Social Security optimization. Operating from a large firm with $5.3 billion in assets under management, he offers flexible fee structures including flat fees and hourly rates, which may appeal to clients seeking tailored financial planning within a seasoned advisory team.
Experience: 26 years
Avg account: $1,923,550
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