Elizabeth Yoder, CFP® AFC

Planning Across The Spectrum

Elizabeth Yoder, CFP® AFC

Planning Across The Spectrum

Elizabeth Yoder, CFP® AFC

Planning Across The Spectrum


Liz found the path to financial planning while attending national disability conferences held in the DC area when she was a live-in care giver and member of L’Arche home. She grew frustrated that not enough people were doing the work to educate families and lift the earning potential of ready to work people who receive government benefits, and realized that she could be a part of the solution if she became a financial planner herself.

Liz works with families and individuals to plan financially for full and meaningful lives, in particular navigating Social Security, Medicare, and Medicaid.  In her dual role as a planner and advocate, she regularly connects with financial planning professional groups to ensure other professionals know the importance of planning to the individual needs of our clients instead of making general assumptions about what they can and cannot do. She also regularly attends advocacy conferences and aims to be an active ally to the autism, disability and neurodivergent communities.

Firm Description

Everyone's journey is their own and each of us experiences the world differently from everyone else. The reason we understand this is because we’ve been there ourselves. Our Special Needs Advisors help you to understand what’s most important to you in life and why it’s important. No matter who you are, the financial security of your family is of vital importance. We know disability is just a word, a diagnosis a label that limits our imagination and expectations. Our aim is to shatter those expectations, radically change the perception of what is possible, and remove any barrier to your financial liberation.


Day From To
Sunday By Appointment Only
Monday 8:30 AM 5:30 PM
Tuesday 8:30 AM 5:30 PM
Wednesday 8:30 AM 5:30 PM
Thursday 8:30 AM 5:30 PM
Friday 8:30 AM 5:30 PM
Saturday By Appointment Only


What Is a Special Needs Planner?

Main Office

1252 Beach Road
Edgewater, MD 21037

820 Farmington Ave.
West Hartford, CT 06119

188 Needham St #220
Newton, MA 02464

On the web

View Firm Website

View Firm Blog

Social Media


View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts