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

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	942
Retired	668
Wealth management	599
Executive	541
Tax-loss harvesting	445
Private / alternative investments	429
Retirement plans for business owners (SEP, solo 401k)	421
Retirement income strategy	334
General retirement planning	300
ESG / Sustainable investing	247
Active portfolio management	246
Business exit / sale strategy	229
Cash flow / budgeting	212
College savings (529s, UTMA, etc.)	200
Options & derivatives strategies	197
Approaching retirement	153
Concentrated stock management	141
Passive / index investing	125
General estate planning guidance	121
Charitable giving & philanthropy	120
Real estate investing	112
HENRY (High Earners, Not Rich Yet)	100
Income planning	98
Annuities	93
Mid-Career Professionals	89
General tax planning	84
Established Professionals	77
Social Security optimization	72
Business succession planning	53
Debt management	52
Business ownership considerations	50
Divorce financial planning	49
Multi-generational wealth transfer	49
Financial Professional	44
Retirement withdrawal strategies	39
Equity compensation tax strategy	37
Self-Employed	30
Women Professionals	30
Roth conversion strategy	28
Long-term care insurance	22
Divorced	21
Attorney	16
Married/Couples/Partners	16
Parents	16
Values-based investing	16
Government Employee	15
Tax strategies for small businesses	15
Retired	13
Liquidity event planning	12
Military & Veterans	10
Dual Income Family	9
Religious/faith focused	9
Life insurance needs analysis	7
Young Professionals	7
Educators, Teachers, and Academics	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
Elder care planning	5
Family Business	5
Charitable giving tax strategies	4
Doctor or Medical Professional	4
Professional Athlete	4
Young Families	4
Business sale tax planning	3
Newlywed/Engaged	3

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