Find financial advisors specializing in serving newlyweds and ready to help with your financial planning needs as a married couple so you can enjoy your new life together with less money stress.

As a newlywed, you may be thinking about hiring a financial advisor who understands the unique financial planning challenges and opportunities facing couples who just tied the knot. Fortunately, an increasing number of financial advisors specialize in serving clients who recently exchanged their vows.

Before hiring a financial advisor, it’s important first to consider your unique financial planning priorities as a couple. In this guide, we’ll share a few quick tips to help you get started in your search and introduce you to financial advisors for newlyweds featured on Wealthtender you may want to add to your shortlist.

We’ll also review a few financial housekeeping tasks that are important for new couples to tackle sooner rather than later.

Smart Tips for Finding a Financial Advisor

Before hiring a financial advisor, here are a few quick tips to help you find the best advisor for you.

Get to Know Financial Advisors for Newlyweds

📍 Click on a pin in the map view below for a preview of financial advisors for newlyweds who can help you reach your money goals as a couple with a personalized plan. Or choose the grid view to search our directory of financial advisors with additional filtering options.

🙋‍♀️ Have Questions About Financial Planning for Newlyweds?

Newly Married? Tackle These Unsexy Financial Housekeeping Tasks Next

Getting married is a huge step in your life and a very romantic one at that. From the wedding planning to the big day to the unforgettable honeymoon, everything you and your new spouse have been doing had a decidedly romantic twist.

Now that the honeymoon is over, however, it’s time to do something far less sexy. Dealing with money and finances may not be exciting, but monetary matters will have a huge impact on your life together. With that in mind, here are a few unsexy but very important financial housekeeping tasks for you and your new spouse.

Update Your Beneficiaries

It has probably been some time since you opened your bank account or invested money in the stock market, and that means your named beneficiaries could be dangerously out of date. Now that you are married, you want your new spouse to benefit from your smart saving, so make sure you update all the beneficiaries on those accounts.

Do not forget about the beneficiaries on your retirement accounts, including the information on your 401(k) plan and IRA. For many couples, these retirement accounts will be their biggest shared assets, and having the right beneficiaries is vitally important.

Create a Will and Estate Plan

There is nothing less sexy than thinking about death, but having a will and estate plan in place is important for yourself and your new spouse. This is absolutely vital if children are involved, but even married couples with no children should have this type of advance planning in place.

If you and your new spouse already have a will in place, the marriage will mean an update is in order. From whom you name as your heirs to who serves as the executor, these are critical decisions you and your spouse will need to make together.

Review Your Insurance Options

Talking about insurance is another decidedly unsexy task that also happens to be very important. If you and your new spouse both had health insurance in place, you will need to decide which coverage is the better value, and doing so could save you a ton of cash going forward. If you have purchased a new home for your life together, you will need to obtain homeowners coverage to protect your possessions and your pocketbook.

Reviewing insurance coverage is so important that it should be an annual exercise for you and your spouse. You might not want to conduct that review on your anniversary, of course, so pick a date that works for you and your beloved.

Check Your Tax Withholding

Getting hitched does have some financial advantages, including higher deductions on your taxes and the potential for tax savings. That means the withholding you had in place when you were single may be more than necessary, and now is a good time to review it.

It is a good idea to have your taxes reviewed by an accountant or financial advisor who can advise you on the best changes to make. At the very least, this review will give you peace of mind, so you can sleep soundly in your marital bed.

Change the Name on Your Social Security Record

Last but not least, you will need to deal with the Social Security Administration, which is definitely not a fun or sexy thing to do. If you took the name of your new spouse, you will want to update the name on your Social Security records, including the card in your wallet and the annual benefit statements you receive.

You can contact the Social Security Administration online or in person at one of their many local offices. Be sure to check with the agency to see what kind of documentation you need to update the records and take care of this final housekeeping duty.

There are few things more romantic than getting married, but marriage has an unsexy side as well. Now that you and your spouse are embarking on a life together, taking care of the financial updates above can help you rest easier and get you off to the best possible start.