Ways to browse CFP®-certified advisors serving Atlanta, GA

Pick a specialty to browse more CFP®-certified advisors serving Atlanta, GA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	808
Executive	553
Retirement plans for business owners (SEP, solo 401k)	432
Retired	425
Wealth management	391
Private / alternative investments	363
Retirement income strategy	326
Tax-loss harvesting	270
Options & derivatives strategies	245
ESG / Sustainable investing	185
Active portfolio management	148
General retirement planning	146
Business exit / sale strategy	141
Cash flow / budgeting	131
College savings (529s, UTMA, etc.)	129
Real estate investing	121
Concentrated stock management	118
General tax planning	107
Approaching retirement	106
Charitable giving & philanthropy	100
HENRY (High Earners, Not Rich Yet)	95
General estate planning guidance	94
Income planning	86
Annuities	85
Passive / index investing	66
Established Professionals	60
Social Security optimization	48
Divorce financial planning	47
Retirement withdrawal strategies	45
Women Professionals	44
Mid-Career Professionals	40
Multi-generational wealth transfer	39
Business ownership considerations	37
Business succession planning	35
Attorney	33
Divorced	30
Equity compensation tax strategy	24
Dentist	21
Equity Recipients (RS/RSU, SOP, ESPP)	17
Long-term care insurance	16
Planning for children with special needs	16
Young Professionals	16
Financial Professional	14
Tax strategies for small businesses	14
Debt management	12
Factor investing / smart beta	12
Liquidity event planning	11
Self-Employed	8
Business sale tax planning	6
Family Business	6
Life insurance needs analysis	6
Intergenerational Families	4
Military & Veterans	4
Retired	4
Widow/Widower	4
Doctor or Medical Professional	3
Medicare planning	3

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