Ways to browse advisors serving Centennial, CO

Pick a specialty or descriptor to browse more advisors serving Centennial, CO.

By how they work

Type	Advisors
Large-firm	5,434
Flat-fee	3,291
Seasoned	1,883
Independent	1,696
CFP®-certified	1,249

By who they serve

Type	Advisors
High-net-worth	1,375
Baby Boomer	77
Millennial	6
Gen X	5

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,672
Executive	2,315
Wealth management	2,271
Retired	2,117
College savings (529s, UTMA, etc.)	1,526
Private / alternative investments	1,495
Retirement plans for business owners (SEP, solo 401k)	1,443
Active portfolio management	1,324
Retirement income strategy	1,322
General retirement planning	1,211
Charitable giving & philanthropy	1,042
Tax-loss harvesting	1,034
Real estate investing	742
Options & derivatives strategies	717
Approaching retirement	669
ESG / Sustainable investing	623
Social Security optimization	591
Cash flow / budgeting	553
General estate planning guidance	553
Passive / index investing	549
Mid-Career Professionals	478
Debt management	444
Concentrated stock management	431
HENRY (High Earners, Not Rich Yet)	392
Income planning	383
Business exit / sale strategy	374
Self-Employed	344
Annuities	331
Equity compensation tax strategy	219
Multi-generational wealth transfer	187
Business ownership considerations	173
Established Professionals	164
Retirement withdrawal strategies	159
Financial Professional	147
General tax planning	139
Business succession planning	131
Educators, Teachers, and Academics	129
Women Professionals	113
Divorce financial planning	107
Long-term care insurance	65
Attorney	56
Values-based investing	52
Divorced	45
Married/Couples/Partners	43
Tax strategies for small businesses	42
Dentist	41
Doctor or Medical Professional	33
Equity Recipients (RS/RSU, SOP, ESPP)	32
Liquidity event planning	31
Factor investing / smart beta	30
Planning for children with special needs	29
Professional Athlete	26
Young Professionals	23
Family Business	21
Life insurance needs analysis	21
Medicare planning	19
Roth conversion strategy	18
Military & Veterans	17
Stock option exercise strategy	17
Technology Professional	17
Consultant	15
Charitable giving tax strategies	14
Intergenerational Families	14
Startup equity planning	14
Young Families	14
LGBTQIA	12
Religious/faith focused	12
Women's Finance	12
Business Financial Management	6
Widow/Widower	6
Business sale tax planning	5
Dual Income Family	5
Retired	3

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