Ways to browse Independent advisors serving Boston, MA

Pick a specialty to browse more Independent 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	927
Wealth management	746
Private / alternative investments	634
ESG / Sustainable investing	515
Options & derivatives strategies	458
Tax-loss harvesting	443
Active portfolio management	434
Retirement plans for business owners (SEP, solo 401k)	433
Executive	427
Retired	355
General retirement planning	346
Concentrated stock management	269
Cash flow / budgeting	260
College savings (529s, UTMA, etc.)	243
Passive / index investing	209
Income planning	163
Retirement income strategy	162
Real estate investing	152
General estate planning guidance	142
Annuities	118
Charitable giving & philanthropy	118
General tax planning	111
Business exit / sale strategy	105
Business ownership considerations	78
Debt management	76
Business sale tax planning	67
Business succession planning	51
Life insurance needs analysis	51
Tax strategies for small businesses	50
Established Professionals	42
HENRY (High Earners, Not Rich Yet)	38
Mid-Career Professionals	36
Approaching retirement	29
Equity compensation tax strategy	25
Long-term care insurance	25
Attorney	23
Social Security optimization	20
Factor investing / smart beta	19
Financial Professional	18
Doctor or Medical Professional	17
Multi-generational wealth transfer	16
Retirement withdrawal strategies	13
Charitable giving tax strategies	12
Roth conversion strategy	11
Self-Employed	10
Expats	9
Professional Athlete	9
Cross-border / expatriate tax planning	8
Divorce financial planning	8
Equity Recipients (RS/RSU, SOP, ESPP)	8
Medicare planning	8
Retired	8
Intergenerational Families	7
Young Professionals	5
Technology Professional	4
Women Professionals	4
Business Financial Management	3
Family Business	3

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