Ways to browse CFP®-certified advisors serving Dunwoody, GA

Pick a specialty to browse more CFP®-certified advisors serving Dunwoody, GA.

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	870
Executive	576
Retirement plans for business owners (SEP, solo 401k)	517
Wealth management	508
Retired	456
Private / alternative investments	372
Retirement income strategy	346
Tax-loss harvesting	287
Options & derivatives strategies	252
ESG / Sustainable investing	189
General retirement planning	159
Active portfolio management	157
Business exit / sale strategy	145
College savings (529s, UTMA, etc.)	140
Cash flow / budgeting	139
Concentrated stock management	134
Real estate investing	128
Approaching retirement	109
General tax planning	109
Charitable giving & philanthropy	107
General estate planning guidance	98
Annuities	96
HENRY (High Earners, Not Rich Yet)	96
Income planning	88
Passive / index investing	69
Established Professionals	60
Social Security optimization	50
Divorce financial planning	47
Retirement withdrawal strategies	47
Women Professionals	46
Mid-Career Professionals	41
Multi-generational wealth transfer	40
Business ownership considerations	37
Business succession planning	37
Attorney	32
Divorced	29
Equity compensation tax strategy	24
Dentist	21
Equity Recipients (RS/RSU, SOP, ESPP)	20
Long-term care insurance	17
Planning for children with special needs	17
Young Professionals	16
Tax strategies for small businesses	15
Financial Professional	14
Factor investing / smart beta	12
Debt management	11
Liquidity event planning	11
Self-Employed	8
Values-based investing	8
Business sale tax planning	6
Family Business	6
Life insurance needs analysis	6
Doctor or Medical Professional	5
Retired	5
Intergenerational Families	4
Widow/Widower	4
Young Families	4
Medicare planning	3

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