Ways to browse CFP®-certified advisors serving Austin, TX

Pick a specialty to browse more CFP®-certified advisors serving Austin, TX.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	576
Executive	420
Wealth management	357
Retirement plans for business owners (SEP, solo 401k)	296
Retired	218
Business exit / sale strategy	207
Annuities	188
Retirement income strategy	149
Private / alternative investments	146
Tax-loss harvesting	145
College savings (529s, UTMA, etc.)	139
General retirement planning	121
Cash flow / budgeting	103
Options & derivatives strategies	87
General tax planning	62
ESG / Sustainable investing	58
Active portfolio management	57
Real estate investing	57
General estate planning guidance	50
Concentrated stock management	48
Passive / index investing	46
Charitable giving & philanthropy	42
Multi-generational wealth transfer	40
Business ownership considerations	39
Approaching retirement	37
Income planning	35
HENRY (High Earners, Not Rich Yet)	30
Retirement withdrawal strategies	23
Social Security optimization	22
Divorce financial planning	20
Debt management	16
Equity Recipients (RS/RSU, SOP, ESPP)	16
Self-Employed	16
Long-term care insurance	15
Mid-Career Professionals	15
Tax strategies for small businesses	15
Business succession planning	12
Equity compensation tax strategy	12
Women Professionals	12
Divorced	10
Technology Professional	10
Intergenerational Families	9
Attorney	7
Business sale tax planning	7
Charitable giving tax strategies	7
Planning for children with special needs	7
Business Financial Management	6
Established Professionals	6
Factor investing / smart beta	5
LGBTQIA	5
Parents	5
Values-based investing	5
Christian Faith Based	4
Educators, Teachers, and Academics	4
Financial Professional	4
Roth conversion strategy	4

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