Ways to browse Independent advisors serving Cambridge, MA

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

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	994
Wealth management	789
Private / alternative investments	680
ESG / Sustainable investing	548
Options & derivatives strategies	533
Active portfolio management	475
Retirement plans for business owners (SEP, solo 401k)	467
Executive	462
Tax-loss harvesting	412
Retired	411
General retirement planning	370
Concentrated stock management	269
Cash flow / budgeting	268
College savings (529s, UTMA, etc.)	255
Passive / index investing	218
Income planning	178
Retirement income strategy	172
Real estate investing	159
General estate planning guidance	147
Charitable giving & philanthropy	140
Annuities	127
General tax planning	122
Business exit / sale strategy	102
Debt management	80
Business ownership considerations	75
Business sale tax planning	67
Life insurance needs analysis	59
Business succession planning	49
Financial Professional	49
Tax strategies for small businesses	49
Established Professionals	46
Mid-Career Professionals	42
HENRY (High Earners, Not Rich Yet)	38
Approaching retirement	36
Long-term care insurance	30
Equity compensation tax strategy	25
Attorney	23
Factor investing / smart beta	20
Retired	19
Social Security optimization	19
Multi-generational wealth transfer	16
Doctor or Medical Professional	15
Retirement withdrawal strategies	14
Charitable giving tax strategies	12
Roth conversion strategy	12
Self-Employed	11
Equity Recipients (RS/RSU, SOP, ESPP)	9
Expats	9
Professional Athlete	9
Cross-border / expatriate tax planning	8
Disability insurance	8
Divorce financial planning	8
Elder care planning	8
Medicare planning	8
Intergenerational Families	7
Young Professionals	5
Technology Professional	4
Early retirement planning	3
Family Business	3

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