Ways to browse CFP®-certified advisors serving Georgia

Pick a specialty to browse more CFP®-certified advisors serving Georgia.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,691
Executive	966
Wealth management	913
Retired	906
Retirement plans for business owners (SEP, solo 401k)	855
Tax-loss harvesting	727
Retirement income strategy	710
Private / alternative investments	530
Options & derivatives strategies	404
ESG / Sustainable investing	329
College savings (529s, UTMA, etc.)	326
General retirement planning	320
Business exit / sale strategy	309
Annuities	284
Active portfolio management	277
Cash flow / budgeting	257
General estate planning guidance	192
Income planning	185
Real estate investing	177
Charitable giving & philanthropy	175
Concentrated stock management	173
Approaching retirement	165
General tax planning	162
Passive / index investing	162
Self-Employed	152
HENRY (High Earners, Not Rich Yet)	138
Business succession planning	122
Retirement withdrawal strategies	119
Social Security optimization	85
Business ownership considerations	82
Multi-generational wealth transfer	79
Established Professionals	77
Divorce financial planning	73
Mid-Career Professionals	62
Women Professionals	60
Attorney	39
Divorced	36
Equity compensation tax strategy	33
Planning for children with special needs	31
Married/Couples/Partners	27
Tax strategies for small businesses	27
Equity Recipients (RS/RSU, SOP, ESPP)	26
Long-term care insurance	25
Young Professionals	22
Debt management	21
Dentist	21
Liquidity event planning	18
Financial Professional	17
Factor investing / smart beta	15
Business sale tax planning	14
Retired	13
Family Business	12
Values-based investing	12
Life insurance needs analysis	10
Military & Veterans	10
Educators, Teachers, and Academics	9
Professional Athlete	8
Doctor or Medical Professional	7
Intergenerational Families	7
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	7
Trust structures (GRAT, IDGT, revocable)	6
Charitable giving tax strategies	5
Christian Faith Based	5
Disability insurance	5
Religious/faith focused	5
Widow/Widower	5
Young Families	5
Dual Income Family	4
Government Employee	3
LGBTQIA	3
Medicare planning	3
Roth conversion strategy	3
Student loan debt	3

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