Top financial advisors working with young professionals
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 be starting your career, managing student loans, or planning your first big investments. Without guidance tuned to your unique challenges, it's easy to overlook how early financial decisions affect your long-term goals.
- Cash flow focus. Look for advisors who help you balance paying down debt with building savings, not just investment returns.
- Career growth planning. Ask how they incorporate expected salary changes and job transitions into your financial roadmap.
- Benefit optimization. Confirm they understand how to make the most of employer benefits like 401(k) matches and stock options.
- Risk management basics. Ensure they cover essential protections like disability insurance and emergency funds tailored to your stage of life.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Donald H
Series 63, Series 65
Dallas, TX
Beaird Harris
Donald Harris specializes in advising young professionals, leveraging 29 years of experience and expertise in private investments, real estate, and retirement plans tailored for business owners. Operating independently from Dallas, TX, he offers a 1.00% annual fee structure and serves high-net-worth clients, distinguishing himself with a focus on diversified portfolios using Modern Portfolio Theory and tax-managed strategies.
Experience: 30 years
Avg account: $2,751,840
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Katie S
CFP®, Series 65
Raleigh, NC
Curi Capital, LLC
Katie Strother specializes in advising young professionals, offering expertise in ESG and private investments, which suits those balancing early career financial decisions with sustainable growth. Her firm, Curi Capital, employs a long-term investment approach and provides flexible fee options including flat fees and subscriptions, distinguishing her from others by catering to high-net-worth clients with a comprehensive wealth management strategy.
Experience: 11 years
Avg account: $2,917,438
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Jill R
Series 65
Columbus, OH
Aptus Financial, LLC
Jill Raderstorf specializes in advising young professionals, focusing on cash flow management, college savings plans, and general estate planning, which aligns well with early career financial challenges. Operating from Columbus, Ohio, she offers flat-fee and monthly subscription services through Aptus Financial, emphasizing a passive, tax-aware investment approach, and serves clients including business owners and medical professionals, distinguishing her from advisors with broader or different client focuses.
Experience: 2 years
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Matt J
CFP®
Greensboro, NC
Defining Legacy Advisors
Matt Johnson specializes in advising young professionals, leveraging his 17 years of experience and CFP® certification to address early financial challenges like managing debt and planning for career growth. Based in Greensboro, NC, he uniquely bridges generational financial planning, offering services that connect families across ages, which sets him apart from advisors focused solely on individual clients.
Experience: 17 years
Avg account: $358,192
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Michael G
Series 63, Series 65
San Francisco, CA
Merrill
Michael Grinnell's extensive 47 years of experience and focus on young professionals make him well-equipped to address early career financial challenges, including education planning and retirement income strategy. Based in San Francisco and affiliated with Merrill, a large firm, he offers a 1.10% AUM fee for managed strategies under $2 million, blending seasoned expertise with a problem-solving approach influenced by his engineering background.
Experience: 47 years
Avg account: $860,085
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