Ways to browse CFP®-certified advisors serving Boston, MA

Pick a specialty to browse more CFP®-certified advisors serving Boston, MA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	833
Wealth management	581
Executive	547
Retired	497
Tax-loss harvesting	379
Private / alternative investments	373
Retirement plans for business owners (SEP, solo 401k)	364
Retirement income strategy	273
Active portfolio management	227
General retirement planning	210
ESG / Sustainable investing	206
Cash flow / budgeting	188
Options & derivatives strategies	187
Passive / index investing	153
College savings (529s, UTMA, etc.)	152
Business exit / sale strategy	143
Concentrated stock management	105
Charitable giving & philanthropy	100
General estate planning guidance	97
Income planning	92
Approaching retirement	87
Annuities	83
Established Professionals	79
Social Security optimization	66
Multi-generational wealth transfer	52
Real estate investing	52
General tax planning	51
Divorce financial planning	45
Equity compensation tax strategy	43
Attorney	41
HENRY (High Earners, Not Rich Yet)	39
Business succession planning	38
Financial Professional	38
Retirement withdrawal strategies	38
Business ownership considerations	37
Debt management	37
Mid-Career Professionals	36
Women Professionals	33
Self-Employed	31
Long-term care insurance	28
Tax strategies for small businesses	22
Business sale tax planning	21
Factor investing / smart beta	10
Intergenerational Families	8
Doctor or Medical Professional	7
Equity Recipients (RS/RSU, SOP, ESPP)	6
Life insurance needs analysis	6
Charitable giving tax strategies	5
Professional Athlete	4
Educators, Teachers, and Academics	3

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