Ways to browse CFP®-certified advisors serving Indiana

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,253
Retired	789
Executive	700
Wealth management	685
Tax-loss harvesting	552
Retirement plans for business owners (SEP, solo 401k)	529
Private / alternative investments	395
Options & derivatives strategies	367
Retirement income strategy	356
General retirement planning	294
College savings (529s, UTMA, etc.)	247
Charitable giving & philanthropy	236
Active portfolio management	221
Business exit / sale strategy	215
ESG / Sustainable investing	169
General estate planning guidance	156
Annuities	155
Self-Employed	142
Cash flow / budgeting	131
Income planning	130
Passive / index investing	129
Multi-generational wealth transfer	123
Approaching retirement	111
Business ownership considerations	110
Real estate investing	89
Concentrated stock management	79
Business succession planning	72
HENRY (High Earners, Not Rich Yet)	64
Social Security optimization	58
Divorce financial planning	57
Retirement withdrawal strategies	55
General tax planning	47
Equity compensation tax strategy	36
Established Professionals	34
Tax strategies for small businesses	30
Religious/faith focused	29
Long-term care insurance	24
Attorney	23
Married/Couples/Partners	20
Mid-Career Professionals	20
Planning for children with special needs	18
Values-based investing	18
Retired	17
Doctor or Medical Professional	16
Charitable giving tax strategies	15
Dentist	15
Educators, Teachers, and Academics	13
Financial Professional	13
Women Professionals	13
Professional Athlete	11
Life insurance needs analysis	10
Debt management	9
Liquidity event planning	9
Factor investing / smart beta	8
Business sale tax planning	7
Christian Faith Based	7
Equity Recipients (RS/RSU, SOP, ESPP)	7
Medicare planning	4
Parents	4
Business Financial Management	3

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