Ways to browse CFP®-certified advisors serving Alexandria, VA

Pick a specialty to browse more CFP®-certified advisors serving Alexandria, VA.

Browse by specialty

Find advisors serving Alexandria, VA who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	803
Retired	583
Wealth management	537
Executive	477
Tax-loss harvesting	424
Private / alternative investments	386
Retirement plans for business owners (SEP, solo 401k)	383
Retirement income strategy	296
General retirement planning	260
Active portfolio management	239
ESG / Sustainable investing	220
Business exit / sale strategy	193
Cash flow / budgeting	182
College savings (529s, UTMA, etc.)	179
Options & derivatives strategies	166
Approaching retirement	130
Passive / index investing	125
Charitable giving & philanthropy	117
Concentrated stock management	117
General estate planning guidance	98
HENRY (High Earners, Not Rich Yet)	90
Income planning	86
Real estate investing	86
Mid-Career Professionals	85
Established Professionals	70
Social Security optimization	70
Annuities	65
General tax planning	58
Business ownership considerations	52
Debt management	51
Business succession planning	43
Divorce financial planning	40
Equity compensation tax strategy	38
Multi-generational wealth transfer	37
Financial Professional	36
Women Professionals	36
Self-Employed	30
Retirement withdrawal strategies	28
Roth conversion strategy	27
Long-term care insurance	19
Divorced	18
Military & Veterans	17
Values-based investing	17
Government Employee	16
Tax strategies for small businesses	16
Liquidity event planning	14
Parents	14
Retired	12
Attorney	10
Dual Income Family	9
Married/Couples/Partners	9
Religious/faith focused	9
Young Professionals	7
Life insurance needs analysis	6
Professional Athlete	6
Educators, Teachers, and Academics	5
Elder care planning	5
Equity Recipients (RS/RSU, SOP, ESPP)	5
Family Business	5
Young Families	5
Doctor or Medical Professional	4
Charitable giving tax strategies	3
Entertainment Industry	3

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