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.
IN PARTNERSHIP WITH:
| Name
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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.
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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 LongoFlourish Wealth Management |
Edina, MN | CFP® | 20+ years | Divorce and life-transition planning | $1,000,000 | |
Elizabeth K. MillerSummit Place Financial Advisors |
Summit, NJ | CFP®, CFA | 20+ years | Multi-generational planning | $5,000,000 | |
Kimberly L. FossMercer Advisors |
Roseville, CA | CFP® | 20+ years | Divorce and life-transition planning | $1,000,000 or flat fee of $11,000 | |
Julie E. HallVision Capital Partners |
Ann Arbor, MI | CFP® | 20+ years | Financial independence planning | No asset requirement; minimum annual fee may apply | |
Laura AddingtonAddington Financial Group |
Winnsboro, TX | CFP® | 20+ years | Retirement, investment and tax planning | No minimum | |
Melissa A. CoxInstitutional Securities Corp |
Dallas, TX | CFP® | 11 to 20 years | Education, tax, special-needs and retirement planning | No minimum for comrehensive financial planning | |
Heidi Ann FosterAmerican Wealth Management |
Reno, NV | CFP® | 20+ years | Estate, business-exit and multi-generational planning | $300,000 (waived with referral) | |
Stacy FrancisFrancis Financial |
New York, NY | CFP® | 20+ years | Divorce and life-transition planning | $2,000,000 | |
Missie BeachCreative Planning |
Atlanta, GA | CFP® | 20+ years | Retirement, divorce and education planning | $500,000 | |
Roberta B. FergusonAberdeen Wealth Management |
Lake Bluff, IL | CFP®, CFA | 20+ years | Investment planning, retirement planning | $1,000,001 - $5,000,000 | |
Nycole FreerEden Financial |
Aliso Viejo, CA | CFP® | 11 to 20 years | Planning for single women and young families | No minimum | |
Devin DeLappSFMG Wealth Advisors |
Plano, TX | CFP® | 6 to 10 years | Divorce planning | $1,000,001 - $5,000,000 | |
Tara ScottinoTrue North Advisors |
McKinney, TX | CFP® | 20+ years | Multi-generational, divorced and widowed planning | $5,000,000+ | |
Hannah SzarszewskiBlue Mountain Financial Planning |
Melissa, TX | CFP® | 6 to 10 years | Small business planning | No minimum | |
Rose PriceVLP Financial Advisors |
Vienna, VA | CFP® | 20+ years | Retirement, tax and investment planning | $2,000,000 | |
Aimee BaumanCaissa Wealth Strategies |
Bloomington, MN | CFP®, ChFC | 20+ years | Retirement planning, estate planning | $1,000,001 - $5,000,000 | |
Janet StanzakFinancial Empowerment |
Chanhassen, MN | CFP® | 20+ years | Life-transition planning | No minimum | |
Kelly L. OlivenWilliam Blair & Company |
Chicago, IL | CFP®, ChFC | 20+ years | Estate, retirement, widowed planning | No formal requirement, typically $5,000,000+ | |
Inna RivilisSunflower 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 BillingSFMG Wealth Advisors |
Plano, TX | CFP® | 20+ years | Estate, widowed and single-women planning | $1,000,000 | |
Beth Jeter HrubalaJeter Hrubala Wealth Strategies |
Isle of Palms, SC | CFP® | 20+ years | Retirement and divorced planning | $500,000 | |
Lisa KirchenbauerOmega 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 ColmanColman Knight Advisory Group, LLC |
Acton, MA | CFP® | 20+ years | Wealth and life transition planning | No asset requirement; minimum annual fee may apply | |
Marguerita ChengBlue Ocean Global Wealth |
Gaithersburg, MD | CFP® | 20+ years | Widowed, divorced, caretaker planning | No minimum | |
Beth Gallen MastromarinoFinancial Planning Advisors |
Reading, PA | CFP® | 20+ years | Retirement, tax, elder-care and special-needs planning | No asset requirement; minimum annual fee may apply | |
Cheryl HollandAbacus Planning Group |
Columbia, SC | CFP® | 20+ years | Family, business and real-estate planning | No asset requirement; minimum annual fee may apply | |
Anja LuesinkLuesink Stenstrom Financial |
Bronx, NY | CFP® | 11-20 years | Investment, real estate and widowed planning | No asset requirement; minimum annual fee may apply | |
Kyra Hollowell MorrisMorris Financial Concepts |
Mount Pleasant, SC | CFP® | 20+ years | Elder-care, retirement, investing and tax planning | $250,000 - $1,000,000 | |
Carolyn McClanahanLife Planning Partners |
Jacksonville, FL | CFP® | 20+ years | Life-transition and medical planning | No asset requirement; minimum fee $2,500 per quarter | |
Thao TruongAnora Wealth |
Calabasas, CA | CFP® | 11 to 20 years | Life-transition, financial independence and divorce planning | No asset requirement; flat fees based on services | |
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