Ways to browse CFP®-certified advisors serving Columbia, MD

Pick a specialty to browse more CFP®-certified advisors serving Columbia, MD.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	800
Retired	504
Wealth management	474
Executive	428
Retirement plans for business owners (SEP, solo 401k)	339
Tax-loss harvesting	313
Private / alternative investments	297
Retirement income strategy	245
General retirement planning	198
College savings (529s, UTMA, etc.)	177
ESG / Sustainable investing	167
Cash flow / budgeting	138
Approaching retirement	135
Options & derivatives strategies	133
Business exit / sale strategy	128
Active portfolio management	112
HENRY (High Earners, Not Rich Yet)	111
Annuities	99
General estate planning guidance	96
General tax planning	92
Concentrated stock management	90
Real estate investing	81
Mid-Career Professionals	73
Charitable giving & philanthropy	72
Passive / index investing	67
Income planning	60
Social Security optimization	57
Established Professionals	53
Divorce financial planning	50
Financial Professional	41
Business succession planning	39
Multi-generational wealth transfer	37
Planning for children with special needs	25
Retirement withdrawal strategies	25
Business ownership considerations	22
Roth conversion strategy	22
Long-term care insurance	21
Self-Employed	20
Attorney	18
Government Employee	18
Divorced	17
Debt management	16
Equity compensation tax strategy	16
Charitable giving tax strategies	13
Women Professionals	12
Tax strategies for small businesses	10
Dual Income Family	9
Parents	8
Retired	6
Values-based investing	6
Business sale tax planning	5
Military & Veterans	5
Religious/faith focused	5
Doctor or Medical Professional	4
Educators, Teachers, and Academics	4
Elder care planning	4
Equity Recipients (RS/RSU, SOP, ESPP)	4
Liquidity event planning	4
Young Families	4
Inheritance planning	3
LGBTQIA	3

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