Ways to browse advisors serving Dunwoody, GA

Pick a specialty or descriptor to browse more advisors serving Dunwoody, GA.

By how they work

Type	Advisors
Large-firm	5,166
Flat-fee	3,338
Seasoned	2,420
Independent	2,153
CFP®-certified	1,306

By who they serve

Type	Advisors
High-net-worth	1,783
Baby Boomer	54
Gen X	4
Millennial	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,377
Executive	2,955
Wealth management	2,660
Retired	1,952
Retirement plans for business owners (SEP, solo 401k)	1,938
Tax-loss harvesting	1,663
Retirement income strategy	1,378
Active portfolio management	1,165
General estate planning guidance	1,153
Private / alternative investments	1,011
General retirement planning	975
ESG / Sustainable investing	826
Options & derivatives strategies	728
HENRY (High Earners, Not Rich Yet)	718
Mid-Career Professionals	682
Approaching retirement	672
Cash flow / budgeting	613
College savings (529s, UTMA, etc.)	557
Income planning	556
Business exit / sale strategy	538
Annuities	403
Charitable giving & philanthropy	386
Real estate investing	354
Concentrated stock management	353
Equity compensation tax strategy	297
Passive / index investing	267
Social Security optimization	266
Multi-generational wealth transfer	226
Divorce financial planning	216
Retirement withdrawal strategies	213
General tax planning	205
Business ownership considerations	182
Self-Employed	161
Tax strategies for small businesses	158
Attorney	157
Business succession planning	126
Established Professionals	123
Divorced	121
Married/Couples/Partners	119
Women Professionals	102
Financial Professional	98
Intergenerational Families	86
Planning for children with special needs	79
Debt management	53
Long-term care insurance	48
Equity Recipients (RS/RSU, SOP, ESPP)	42
Liquidity event planning	38
Young Professionals	34
Family Business	33
Values-based investing	33
Dentist	31
Educators, Teachers, and Academics	31
Technology Professional	25
Factor investing / smart beta	23
Consultant	21
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	20
Doctor or Medical Professional	19
Life insurance needs analysis	19
Young Families	17
Retired	16
Business sale tax planning	15
Elder care planning	14
Business Financial Management	12
Medicare planning	12
Professional Athlete	12
Airline Pilot	10
Military & Veterans	9
Widow/Widower	7
Roth conversion strategy	6
Stock option exercise strategy	5
Christian Faith Based	4
Disability insurance	4
Dual Income Family	4

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