Ways to browse advisors serving Cambridge, MA

Pick a specialty or descriptor to browse more advisors serving Cambridge, MA.

By how they work

Type	Advisors
Large-firm	5,783
Flat-fee	3,904
Seasoned	2,745
Independent	2,269
CFP®-certified	1,417

By who they serve

Type	Advisors
High-net-worth	1,909
Baby Boomer	98
Gen X	13
Millennial	8

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,941
Executive	3,357
Wealth management	3,024
Retired	2,574
Tax-loss harvesting	2,404
Active portfolio management	1,713
Retirement income strategy	1,711
Retirement plans for business owners (SEP, solo 401k)	1,575
Private / alternative investments	1,361
General retirement planning	1,322
General estate planning guidance	1,099
ESG / Sustainable investing	997
College savings (529s, UTMA, etc.)	854
Cash flow / budgeting	842
Mid-Career Professionals	818
Approaching retirement	802
Passive / index investing	781
Options & derivatives strategies	746
HENRY (High Earners, Not Rich Yet)	698
Charitable giving & philanthropy	597
Income planning	597
Business exit / sale strategy	484
Annuities	481
Concentrated stock management	447
Social Security optimization	412
Equity compensation tax strategy	379
Established Professionals	293
Self-Employed	293
Retirement withdrawal strategies	269
Multi-generational wealth transfer	266
Real estate investing	256
Business ownership considerations	241
Financial Professional	232
Divorce financial planning	214
Attorney	202
Divorced	198
Married/Couples/Partners	180
Debt management	151
Business succession planning	149
General tax planning	144
Women Professionals	90
Parents	88
Long-term care insurance	76
Business sale tax planning	68
Life insurance needs analysis	65
Values-based investing	59
Tax strategies for small businesses	56
Educators, Teachers, and Academics	55
Intergenerational Families	42
Equity Recipients (RS/RSU, SOP, ESPP)	38
Factor investing / smart beta	38
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	37
Women's Finance	27
Planning for children with special needs	26
Consultant	21
Family Business	19
Retired	19
Doctor or Medical Professional	17
Technology Professional	17
Liquidity event planning	16
Elder care planning	15
Medicare planning	15
Professional Athlete	14
Exec comp design	13
Roth conversion strategy	13
Charitable giving tax strategies	12
Expats	9
Cross-border / expatriate tax planning	8
Disability insurance	8
Young Professionals	8
Early retirement planning	7
Military & Veterans	6
Religious/faith focused	5
Stock option exercise strategy	5
Business Financial Management	3
Caring for aging parents	3
Dual Income Family	3
Entertainment Industry	3

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