Top financial advisors working with women
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.
You might seek a Women's Finance advisor if you're navigating financial decisions uniquely impacted by gender, such as career breaks or wage gaps. Without focused expertise, advisors may overlook how these factors affect your long-term financial goals.
- Income pattern awareness. Confirm they understand how career interruptions or part-time work can influence savings and retirement planning.
- Risk tolerance nuances. Women often approach investment risk differently; ask how they tailor strategies to your comfort level.
- Holistic life event planning. Check if they consider events like caregiving or longevity in their financial models.
- Advocacy for equitable outcomes. See if they address systemic financial challenges women face, such as pay disparities or retirement savings gaps.
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 women's finance and women professionals, bringing 29 years of experience at Merrill, a large firm known for comprehensive wealth management. His expertise includes retirement income strategy and divorce financial planning, which can address unique financial challenges women face. Compared to others, Lance offers a seasoned approach with a 1.10% AUM fee for managed strategies under $2 million, blending personalized service with firm resources in Cincinnati, OH.
Experience: 30 years
Avg account: $860,085
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Tracey H
ChFC®, Series 66
Albemarle, NC
Edward Jones
Tracey Hayes specializes in women's finance, addressing unique financial challenges such as career breaks and caregiving, which are crucial for effective retirement income and estate planning. With 14 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach including discretionary and non-discretionary strategies, making her well-equipped to support women professionals and those navigating complex life events.
Experience: 15 years
Avg account: $246,728
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Bailey Z
Series 66
Grand Rapids, MN
OneAscent Financial Services LLC
Bailey Ziemski Harwood specializes in women's finance, addressing unique financial challenges such as career breaks and wage gaps, supported by her experience with executive and founder clients. Operating independently with a flat-fee structure, she offers flexible financial planning and asset management services through OneAscent Financial Services, a firm managing $2.61 billion and serving diverse client types, which may provide broader resources compared to smaller practices.
Experience: 3 years
Avg account: $589,892
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Corey B
CFP®
Sherwood, OR
Empowering Finance, LLC
Corey Beal specializes in women's finance with a focus on retirement planning, cash flow, and tax planning for business sales, making her well-suited to address financial challenges unique to women. Based in Portland, OR, she offers flat-fee and hourly options without asset requirements, embraces a passive investment philosophy, and serves Gen Y/Millennials and LGBTQIA clients, distinguishing her with a personalized, inclusive approach and 11 years of experience.
Experience: 12 years
Avg account: $1,379,435
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Paula G
Series 63, Series 66
Durham, NC
Fidelity
Paula Gilovich is equipped to support women's finance needs by focusing on the unique financial challenges women face, including career breaks and risk tolerance, while working at Fidelity, a large firm known for comprehensive investment solutions. With 4 years of industry experience and specialties in charitable giving and active portfolio management, she offers practical guidance tailored to women professionals, distinguishing her through a blend of firm resources and personalized client service.
Experience: 4 years
Avg account: $234,793
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