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HerWorth™: A Landmark Study on What Drives Women’s Financial Confidence

Beacon Pointe Advisors is proud to introduce HerWorth™, one of the largest studies ever conducted on women investors — capturing the voices, experiences, and priorities of more than 10,000 women across the United States. As women continue to become primary stewards of the country’s wealth, this research reveals what truly moves financial confidence forward and where opportunities still remain.
Download the HerWorth™ White Paper Connect with Our Women Wealth Advisory Team

What Women Told Us

Key Insights from 10,000+ Investors

Empowering women with clarity, partnership, and the confidence to take the lead in their financial lives.

Trusted Advice Makes a Meaningul Difference

Working with a financial advisor can increase confidence by nearly 60%. Women with multiple advisors report even higher levels of assurance, underscoring the value of a comprehensive, coordinated wealth strategy.

Women Who Lead Their Finances Are Nearly 3x More Confident

Women who serve as the primary financial decision‑makers report confidence levels nearly three times higher than those in more passive roles.

Women See Untapped Opportunity in Their Wealth

Nearly 3 in 10 of women surveyed had substantial uninvested cash. This presents an opportunity for greater clarity, planning, and closing the gap on compounding growth that many women may be missing.

Top Priorities for Women Investors Today

Women are seeking guidance in the areas that matter: retirement planning (41%), investment management (38%), estate planning (35%), tax planning (31%). Yet 1 in 3 women surveyed do not have an estate plan in place.

About the HerWorth™ Study

HerWorth™ provides data‑driven insight into how women can harness this moment — and what support can accelerate their confidence. More than 10,000 women across the U.S. participated in this study between late 2025 and early 2026. Respondents included women aged 18–65+, across asset tiers, income levels, professions, and household structures.

Why HerWorth™ Matters: The next several decades will bring one of the largest wealth transfers in U.S. history. Women are positioned to lead this transformation due to longer life expectancies, rising earnings, shifting inheritance patterns, and growth in business ownership.

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Every Journey is Unique

How Beacon Pointe Supports Women Investors

Beacon Pointe has long championed women investors through our Women’s Advisory Institute. Established in 2011, our team aims to provide tailored education, resources, and guidance for women investors and their families. We support women seeking:

  • Clarity around their full financial picture
  • Confidence in long‑term planning
  • A collaborative partnership rooted in transparency and education
  • A holistic allWEALTH® approach to wealth planning

Our mission remains the same: to ensure women have the information, resources, and partnership needed to lead their lives with confidence.

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Yes, this finding deeply reflects what I see with clients. Many women come to us with a quiet but persistent feeling of ‘not enough’: not enough knowledge about the markets, not enough time to focus on finances, not enough cash flow, or not enough alignment with a partner. That uncertainty can create real stress.
 
I believe joy matters in this process. When women feel connected to their advisor, enjoy the conversations, and leave meetings feeling clearer and more confident, they engage more deeply with their plan. And that engagement is powerful. It helps them move faster, stay more connected to their goals, and actually enjoy the ride. Seeing brilliant, accomplished women move from anxiety or negativity around money to confidence, empowerment, and excitement about their financial future is one of the most rewarding parts of this work.
Jen Dawson, CFP®

Jen Dawson, CFP®

Partner, Managing Director

The HerWorth™ study highlights the importance of understanding how we can best serve women. In my 35 years of serving women, I’ve seen firsthand the value of creating an environment where they feel comfortable asking questions and receive guidance tailored to their unique needs.
Heather O’Neill Fairbanks, CFP®, ChFC®

Heather O’Neill Fairbanks, CFP®, ChFC®

Partner, Managing Director

As an advisor, it’s important to create a space where women feel seen, heard, and empowered. In my experience, educating women and encouraging them to make financial decisions builds confidence that extends well beyond their financial lives.
Jill Steinberg, CDFA®, MBA

Jill Steinberg, CDFA®, MBA

Partner, Managing Director

Important Disclosure: The above testimonial was provided by current a Beacon Pointe Partner and Managing Director. No material conflicts of interest exist as the individual did not receive any material incentive or benefit for their testimonial. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that any individual will have the same experience.

Explore the Full HerWorth™ Insights

We invite you to access the deeper analysis and our actionable recommendations in the HerWorth™ white paper.

Resources & Events for Women Investors

For Women Looking to Strengthen Their Financial Confidence

We welcome conversations with women who want aligned, thoughtful, and comprehensive wealth guidance. This is not a sales pitch — simply an invitation to explore whether Beacon Pointe’s approach aligns with your goals, values, and vision.

Connect with our amazing team of female advisors.

If you have $1 million or more in investable assets and are seeking a more strategic financial partnership, we would be honored to be a resource. 

Survey Disclosures: This report summarizes the results of the HerWorth Women and Wealth Study, an online survey of 10,012 women conducted from late 2025 through early 2026. Responses reflect self-reported opinions and experiences and may not be representative of all women or investors. Survey results are informational only and do not indicate future outcomes. Individual circumstances vary, and experiences with financial planning or financial advisors may differ. References to financial advisors are general in nature and do not imply that working with an advisor will result in increased confidence, reduced anxiety, or improved financial outcomes.