Best Financial Planners

MONEY’S BEST Women Planners

Money’s choices for the top 30 women planners are all highly qualified, customer-centric financial advisors who serve clients of all backgrounds. Whether you need comprehensive financial planning or niche expertise for a life transition, these financial experts are well-equipped to help you live a richer life.

Published: July 10, 2025 | Read the full methodology here.

Money’s Best Financial Planners
IN PARTNERSHIP WITH: FPA
Name
Location All planners said they offer video meetings. Many can and will serve clients in states other than the one in which they are based.
Key Designation All respondents are Certified Financial Planners (CFP). Some also have ChFC (Chartered Financial Consultant), CPA (Certified Public Accountant, CFA (Chartered Financial Analyst) and/or CPS (Certified Portfolio Specialist). More on designations here. Planning Experience As reported by the planners. Use the search link above the list to search by experience and reported age range. Specialties Preferred Minimum Assets As reported by the planners. Some also said a minimum fee may apply. These requirements may be negotiable with some planners.

Kathy Longo

Flourish Wealth Management

Edina, MN CFP® 20+ years Divorce and life-transition planning $1,000,000

Elizabeth K. Miller

Summit Place Financial Advisors

Summit, NJ CFP®, CFA 20+ years Multi-generational planning $5,000,000

Kimberly L. Foss

Mercer Advisors

Roseville, CA CFP® 20+ years Divorce and life-transition planning $1,000,000 or flat fee of $11,000

Julie E. Hall

Vision Capital Partners

Ann Arbor, MI CFP® 20+ years Financial independence planning No asset requirement; minimum annual fee may apply

Laura Addington

Addington Financial Group

Winnsboro, TX CFP® 20+ years Retirement, investment and tax planning No minimum

Melissa A. Cox

Institutional Securities Corp

Dallas, TX CFP® 11 to 20 years Education, tax, special-needs and retirement planning No minimum for comrehensive financial planning

Heidi Ann Foster

American Wealth Management

Reno, NV CFP® 20+ years Estate, business-exit and multi-generational planning $300,000 (waived with referral)

Stacy Francis

Francis Financial

New York, NY CFP® 20+ years Divorce and life-transition planning $2,000,000

Missie Beach

Creative Planning

Atlanta, GA CFP® 20+ years Retirement, divorce and education planning $500,000

Roberta B. Ferguson

Aberdeen Wealth Management

Lake Bluff, IL CFP®, CFA 20+ years Investment planning, retirement planning $1,000,001 - $5,000,000

Nycole Freer

Eden Financial

Aliso Viejo, CA CFP® 11 to 20 years Planning for single women and young families No minimum

Devin DeLapp

SFMG Wealth Advisors

Plano, TX CFP® 6 to 10 years Divorce planning $1,000,001 - $5,000,000

Tara Scottino

True North Advisors

McKinney, TX CFP® 20+ years Multi-generational, divorced and widowed planning $5,000,000+

Hannah Szarszewski

Blue Mountain Financial Planning

Melissa, TX CFP® 6 to 10 years Small business planning No minimum

Rose Price

VLP Financial Advisors

Vienna, VA CFP® 20+ years Tax and investment planning $2,000,000

Aimee Bauman

Caissa Wealth Strategies

Bloomington, MN CFP®, ChFC 20+ years Retirement planning, estate planning $1,000,001 - $5,000,000

Janet Stanzak

Financial Empowerment

Chanhassen, MN CFP® 20+ years Life-transition planning No minimum

Kelly L. Oliven

William Blair & Company

Chicago, IL CFP®, ChFC 20+ years Estate, retirement, widowed planning No formal requirement, typically $5,000,000+

Inna Rivilis

Sunflower Financial Planning

Windham, NH CFP® 11 to 20 years Retirement, caretaker, employee benefits and education planning No asset requirement; minimum annual fee may apply

Crystal Billing

SFMG Wealth Advisors

Plano, TX CFP® 20+ years Estate, widowed and single-women planning $1,000,000

Beth Jeter Hrubala

Jeter Hrubala Wealth Strategies

Isle of Palms, SC CFP® 20+ years Retirement and divorced planning $500,000

Lisa Kirchenbauer

Omega Wealth Management, LLC

Arlington, VA CFP® 20+ years Life-transition and multi-generational planning $2,500,000 or minimum planning fee of $15,000

Gayle Colman

Colman Knight Advisory Group, LLC

Acton, MA CFP® 20+ years Wealth and life transition planning No asset requirement; minimum annual fee may apply

Marguerita Cheng

Blue Ocean Global Wealth

Gaithersburg, MD CFP® 20+ years Widowed, divorced, caretaker planning No minimum

Beth Gallen Mastromarino

Financial Planning Advisors

Reading, PA CFP® 20+ years Retirement, tax, elder-care and special-needs planning No asset requirement; minimum annual fee may apply

Cheryl Holland

Abacus Planning Group

Columbia, SC CFP® 20+ years Family, business and real-estate planning No asset requirement; minimum annual fee may apply

Anja Luesink

Luesink Stenstrom Financial

Bronx, NY CFP® 11-20 years Investment, real estate and widowed planning No asset requirement; minimum annual fee may apply

Kyra Hollowell Morris

Morris Financial Concepts

Mount Pleasant, SC CFP® 20+ years Elder-care, retirement, investing and tax planning $250,000 - $1,000,000

Carolyn McClanahan

Life Planning Partners

Jacksonville, FL CFP® 20+ years Life-transition and medical planning No asset requirement; minimum fee $2,500 per quarter

Thao Truong

Morton Wealth

Calabasas, CA CFP® 11 to 20 years Life-transition, financial independence and divorce planning No asset requirement; flat fees based on services
No results match.
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