National Care Advisors

What National Care Advisors does

National Care Advisors (NCA) is a privately held Ohio-based national consulting firm, founded in 2010 by Ann Koerner, that delivers life care planning, quality of life assessment, third-party benefits analysis, education consulting, and nurse-led case management for individuals with complex medical, developmental, and elder care needs. The firm operates a service-based model — not a software or platform business — in which Nurse Consultants and Education Consultants perform hands-on advocacy, care coordination, and benefits navigation, supported by virtual engagement tools (video conferencing, digital communications) that allow coverage across all 50 states. Service delivery is anchored by 42 regional office locations organized into four regions (West, Midwest, South, Northeast), with a headquarters in Powell, Ohio.

Revenue is generated through professional, quote-based consulting engagements rather than subscription or transaction-based pricing. Customers are reached via two complementary channels: (1) professional referrals from trustees, fiduciaries, attorneys, financial planners, and Special Needs Trust administrators, and (2) direct outreach from families and individuals. The firm serves both end-beneficiaries (individuals with disabilities, chronic conditions, and elder care needs) and the institutional advisors who pay for services on their behalf. The company employs 51-100 people and has not raised external funding, instead growing organically — a fact supported by three appearances on the Inc. 5000 list (2018, 2020, 2024) and consecutive certifications on the Fortune Best Workplaces in Health Care list in 2024 and 2025.

NCA's competitive positioning rests on a narrow but difficult-to-replicate specialization: combining clinical (RN/case management), educational (special education/IEP advocacy), and benefits navigation expertise (SSI, SSDI, Medicaid, Medicare, Veterans Benefits) within a single national practice. The firm publishes outcome-driven case studies showing measurable client wins (e.g., $57,000 and $90,000 benefit recoveries), which double as content marketing. There is no proprietary software product, no mobile app, no API, and no disclosed AI or machine learning capability; the moat is service-execution and human expertise rather than technology.

Name

National Care Advisors

Legal name

National Care Advisors, LLC

Website

https://nationalcareadvisors.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

51–100 employees

Short description

National Care Advisors is a privately held Ohio-based consulting firm providing nurse-led life care planning, case management, education consulting, and benefits navigation for individuals with complex care needs across all 50 states, serving families, trustees, fiduciaries, and legal/financial advisors.

Ownership category

akta.pro rank

Product category

Care Management and Life Care Planning Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742), Services-Health Services (8000)

akta.pro primary industry

Care Coordination & Navigation (Multi-Provider) (HLADALAB)

akta.pro secondary industries

Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI), Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG)

Keywords

• Life care planning
• Special needs consulting
• Case management services
• Benefits advocacy
• Education consulting

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Offices48 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Consulting and Case Management Services: National Care Advisors generates revenue through professional consulting and case management services for individuals with complex care needs. Services include life care planning, quality of life assessment, third-party benefit analysis, education consulting, and ongoing case management. The company serves trustees, fiduciaries, families, and legal/financial advisors who engage the firm on behalf of individuals with special needs.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

National Care Advisors is a national consulting firm that provides life care planning, quality of life assessment, third-party benefit analysis, education consulting, and nurse-led case management for individuals with complex care needs across all 50 states. Services are delivered by Nurse Consultants and Education Consultants who perform hands-on advocacy, benefits navigation (SSI, SSDI, Medicaid, Medicare, Veterans Benefits), and long-term care coordination for clients, trustees, fiduciaries, and legal/financial advisors.

Product overview

National Care Advisors is a national consulting firm providing comprehensive care planning and case management services for individuals with complex care needs across all 50 states. The company operates a platform-plus-services model offering nurse-led case management, education consulting, and advocacy services. Core offerings include Life Care Planning, Quality of Life Assessment, Third Party Benefit Analysis, Education Consulting, and Case Management. Specialized services include Caregiver Analysis, Special Needs Assessment, Special Needs Home Assessment, Annual Visit Program, and Concierge Care Services. The company specializes in serving individuals with disabilities, chronic conditions, and elder care needs, working collaboratively with families, trustees, fiduciaries, and legal/financial advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Life Care Planning Comprehensive planning service that helps individuals with complex care needs define and implement sustainable quality of life plans over their lifetime, delivered by Nurse Consultants and Education Consultants.
• Quality of Life Assessment Assessment service that evaluates an individual's care needs and projects the resources required to meet and sustain quality of life standards.
• Third Party Benefit Analysis Expert navigation and advocacy service to help clients gain and preserve access to government and private benefits including Social Security, Medicare, Medicaid, and Veterans Benefits.
• Education Consulting Expert assistance navigating complex education systems to secure services and supports students need, including IEP and 504 plan development and advocacy, K-12 and post-secondary transition planning.
• Case Management Nurse-led case management service providing hands-on advocacy, cross-disciplinary coordination, and long-term support for individuals with complex care needs.
• Quality of Life Plan Comprehensive planning service that helps families define their vision for care, quantify projected costs, and develop actionable roadmaps for achieving quality of life goals.
• Caregiver Analysis Analysis service that evaluates client needs, determines appropriate care levels, and develops comprehensive caregiver plans including recruitment, vetting, and hiring support.
• Special Needs Assessment Comprehensive assessment evaluating acute medical care needs, quality of life requirements, and long-term care objectives for individuals with special needs.
• Special Needs Home Assessment Assessment of home accessibility, safety modifications, and suitability for individuals with special care needs, including floor plan review and modification recommendations.
• Annual Visit Program Program designed to help track and conduct regular visits for special needs and eldercare clients, ensuring ongoing monitoring and support.
• Concierge Care Services Customized care services for solo-agers including caregiver solutions, provider coordination, medication management, home safety, and benefits maximization.

Quantifiable outcome

• Achieved $57,000 in back-dated SSDI benefits for a client through SSA advocacy
• +3 more outcomes

Named customers5 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Legacy Enhancement TrustcoreStrategic or Co-development PartnerNCA and Legacy Enhancement Trust have an established collaborative relationship working together on complex cases involving individuals with special needs trusts. Legacy Enhancement Trust serves as a Special Needs Trust administrator and has partnered with NCA for case management and consulting services on multiple complex cases, including a notable case involving a young individual named John diagnosed with Spina Bifida and other complex needs.
• Adaptive SpecialtiesminorImplementation/ SI/ Consulting PartnerAdaptive Specialties is a vendor partner that provides home modification solutions including ceiling lifts and accessibility equipment. NCA connected with Adaptive Specialties to help a client transition home safely after major orthopedic surgery during the COVID-19 pandemic.
• Special Olympics Healthy Athletes®minorStrategic or Co-development PartnerNational Care Advisors has worked with Special Olympics Healthy Athletes® to connect athletes with intellectual and developmental disabilities (IDD) to care in their communities. This partnership focuses on removing barriers to care for Special Olympics athletes.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• BrightSpring Health Services: Diversified home and community-based services platform serving complex populations across pharmacy, hospice, and home health; large enough to bundle care-coordination capabilities competitive with NCA's national services.
• Visiting Angels: Largest U.S. home care franchise network providing companion, personal, and respite care; overlaps with NCA's caregiver analysis and in-home support services, but is operationally a franchise rather than a consulting firm.
• Sevita Health (formerly MENTOR Network): One of the largest U.S. providers of home- and community-based services for individuals with intellectual and developmental disabilities and complex medical needs; competes for the same special-needs/IDD segment that anchors NCA's case mix.
• SeniorBridge (Humana): Humana-owned care management service providing nurse-led geriatric care management and in-home support across multiple states — functionally very close to NCA's nurse-led case management platform.

Direct peers

• Stowell Associates: Geriatric care management consulting firm using a nurse-led model to coordinate care, benefits, and quality-of-life planning for older adults — a direct functional analogue to NCA, though geographically narrower.
• TheKey (formerly Home Care Assistance): National in-home care and care management provider serving older adults and their families, with a similar mix of professional care managers and consistent reliance on advisor referrals.
• Arosa: National private-pay home care and care management firm combining caregiver services with professional care management for older adults — closely mirrors NCA's blended case-management/consulting model, especially on the elder-care side of NCA's book.
• Senior Helpers: National in-home care franchise with specialized programs (e.g., dementia, post-hospital) that overlap NCA's case management, benefits navigation, and caregiver analysis work for older clients.

Emerging players

• Wellthy: Tech-enabled family caregiver support and care coordination platform serving employers, health plans, and directly families — overlaps NCA's care coordination thesis for working families, but via a software-heavy model.

Others

• CareScout (Genworth): Care services network and referral platform for finding in-home care, aging-in-place, and related supports; an ecosystem participant that competes for the same referral relationships NCA depends on.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/nationalcareadvisors
• LinkedInlinkedin.com/company/national-care-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about National Care Advisors