Top advisors focused on women's finance 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 managing finances with unique challenges or goals related to your identity as a woman, you need an advisor who understands those specific factors. Without this insight, financial plans might overlook key considerations like career breaks or wage gaps.
- Holistic income planning. Look for advisors who consider career interruptions and pay disparities when projecting your earnings and savings.
- Tailored risk management. Confirm how they address risks that disproportionately affect women, such as longer life expectancy and healthcare costs.
- Investment approach. Ask how they incorporate your personal values and goals, which may differ from traditional investment strategies.
- Retirement readiness. Ensure they factor in unique retirement challenges, including caregiving responsibilities and Social Security benefits.
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, making him well-equipped to address unique financial challenges such as career breaks and retirement readiness. With 29 years of experience at Merrill, a large firm, he offers a comprehensive wealth management approach including retirement income strategy and charitable giving, charging a 1.10% AUM fee for managed strategies under $2 million.
Experience: 29 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 and related challenges such as retirement income strategy and caring for aging parents, making her well-suited to address financial needs unique to women. Based in Albemarle, NC, she brings 14 years of experience with 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
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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 challenges such as career breaks and tailored risk management, 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 LLC, a firm managing $2.61 billion and serving diverse client types, which may provide broader resources compared to smaller practices.
Experience: 2 years
Avg account: $589,892
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Corey B
CFP®
Portland, 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 unique financial challenges women face. Based in Portland, OR, she offers flat-fee and hourly advice-only options without asset requirements, employs a passive investment philosophy, and serves millennial clients, distinguishing her with flexible, transparent fees and an inclusive, independent approach.
Experience: 11 years
Avg account: $1,379,435
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Paula G
Series 63, Series 66
Durham, NC
Fidelity
Paula Gilovich specializes in women's finance and supports women in planning confidently at every stage of life, addressing unique financial challenges such as career breaks and tailored risk management. Based in Durham, NC, she brings four years of industry experience at Fidelity, a large firm known for comprehensive investment solutions, and focuses on active portfolio management and charitable giving, which may appeal to clients seeking both financial growth and philanthropy.
Experience: 4 years
Avg account: $234,793
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