Ways to browse CFP®-certified advisors serving Illinois

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,566
Executive	1,599
Wealth management	1,493
Retired	1,437
Tax-loss harvesting	1,159
Retirement plans for business owners (SEP, solo 401k)	1,123
Options & derivatives strategies	758
Private / alternative investments	752
Retirement income strategy	720
College savings (529s, UTMA, etc.)	600
General retirement planning	535
Business exit / sale strategy	498
Active portfolio management	464
ESG / Sustainable investing	411
Cash flow / budgeting	301
General estate planning guidance	274
Approaching retirement	267
Charitable giving & philanthropy	266
Passive / index investing	260
Annuities	254
Concentrated stock management	224
Income planning	221
Social Security optimization	201
Multi-generational wealth transfer	198
General tax planning	163
HENRY (High Earners, Not Rich Yet)	163
Real estate investing	154
Mid-Career Professionals	149
Business succession planning	128
Business ownership considerations	127
Self-Employed	127
Women Professionals	113
Established Professionals	112
Retirement withdrawal strategies	112
Divorce financial planning	106
Divorced	99
Equity compensation tax strategy	75
Long-term care insurance	58
Young Professionals	57
Planning for children with special needs	55
Values-based investing	55
Dentist	53
Debt management	48
Doctor or Medical Professional	48
Tax strategies for small businesses	48
Factor investing / smart beta	42
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	36
Life insurance needs analysis	29
Financial Professional	25
Attorney	23
Business sale tax planning	19
Professional Athlete	19
Family Business	17
Intergenerational Families	16
Married/Couples/Partners	16
Equity Recipients (RS/RSU, SOP, ESPP)	15
Disability insurance	13
Military & Veterans	12
Retired	12
Charitable giving tax strategies	11
Liquidity event planning	11
Technology Professional	10
Business Financial Management	9
Medicare planning	9
Parents	9
Religious/faith focused	9
Christian Faith Based	7
Educators, Teachers, and Academics	7
Early retirement planning	5
Roth conversion strategy	5
Stock option exercise strategy	5
Women's Finance	5
Student loan debt	4
Young Families	4
Elder care planning	3
Sandwich Generation	3
Startup equity planning	3
Women Business Owners	3

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