Elizabeth Yoder, CFP®

Planning Across The Spectrum

Elizabeth Yoder, CFP®

Planning Across The Spectrum

Elizabeth Yoder, CFP®

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

Our mission is to help self-advocating individuals, and/or the care teams of those with ASD or intellectual disabilities, feel financially free and enhance the quality of their lives. However, we understand that many people are not familiar with the financial planning process. We’re different because we simplify the process and provide solutions to make our clients comfortable with the financial planning process.In addition to financial planners, we also have on staff an insurance specialist who can assist you with understanding the nuances of insurance. 


Please contact this special needs planner for firm hours by clicking here.


What Is a Special Needs Planner?

Main Office

1252 Beach Road
Edgewater, MD 21037

74 Batterson Park Road
Fl 1
Farmington, CT 06032

15542 N 177th Dr
Surprise, AZ 85388

On the web

View Firm Website

View Firm Blog


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