Ways to browse Independent advisors serving Eagan, MN

Pick a specialty to browse more Independent advisors serving Eagan, MN.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	879
Wealth management	653
Executive	628
Retirement plans for business owners (SEP, solo 401k)	409
Retirement income strategy	398
Private / alternative investments	349
Options & derivatives strategies	327
Active portfolio management	278
Retired	267
College savings (529s, UTMA, etc.)	262
General retirement planning	237
Business exit / sale strategy	213
Tax-loss harvesting	210
General tax planning	203
Income planning	186
Charitable giving & philanthropy	182
General estate planning guidance	176
Cash flow / budgeting	173
Annuities	155
ESG / Sustainable investing	145
Real estate investing	128
Concentrated stock management	121
Passive / index investing	91
Business succession planning	86
Business ownership considerations	82
Long-term care insurance	68
Approaching retirement	57
Tax strategies for small businesses	48
Equity compensation tax strategy	43
Debt management	42
Self-Employed	36
Factor investing / smart beta	31
Retirement withdrawal strategies	25
Mid-Career Professionals	24
Divorce financial planning	22
Multi-generational wealth transfer	21
HENRY (High Earners, Not Rich Yet)	20
Social Security optimization	20
Established Professionals	19
Charitable giving tax strategies	15
Doctor or Medical Professional	13
Equity Recipients (RS/RSU, SOP, ESPP)	13
Elder care planning	11
Business sale tax planning	9
Life insurance needs analysis	7
Religious/faith focused	7
Business Financial Management	6
Family Business	6
Technology Professional	4
Young Professionals	4
Consultant	3

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