Browse all CFP®-certified advisors in Massachusetts

Every advisor below is licensed to work with clients in Massachusetts. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,397
Wealth management	943
Retired	878
Executive	851
Tax-loss harvesting	730
Retirement plans for business owners (SEP, solo 401k)	638
Private / alternative investments	509
Retirement income strategy	466
Active portfolio management	410
General retirement planning	377
Options & derivatives strategies	359
ESG / Sustainable investing	332
College savings (529s, UTMA, etc.)	320
Business exit / sale strategy	290
Annuities	264
Passive / index investing	249
Cash flow / budgeting	236
Charitable giving & philanthropy	190
Concentrated stock management	152
Income planning	131
Self-Employed	117
Established Professionals	113
General tax planning	101
Approaching retirement	89
Business succession planning	87
General estate planning guidance	81
Real estate investing	72
Social Security optimization	71
Debt management	62
HENRY (High Earners, Not Rich Yet)	60
Women Professionals	52
Business ownership considerations	50
Financial Professional	43
Equity compensation tax strategy	38
Long-term care insurance	36
Mid-Career Professionals	34
Tax strategies for small businesses	31
Multi-generational wealth transfer	28
Divorced	27
Business sale tax planning	26
Parents	21
Retirement withdrawal strategies	20
Equity Recipients (RS/RSU, SOP, ESPP)	19
Values-based investing	19
Factor investing / smart beta	17
Retired	17
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	16
Professional Athlete	15
Life insurance needs analysis	14
Doctor or Medical Professional	11
Intergenerational Families	10
Charitable giving tax strategies	9
Roth conversion strategy	9
Divorce financial planning	8
Educators, Teachers, and Academics	8
Young Professionals	8
Attorney	7
Medicare planning	7
Young Families	6
Elder care planning	5
Married/Couples/Partners	5
Dual Income Family	4
LGBTQIA	4
Military & Veterans	4
Business Financial Management	3
Family Business	3
Technology Professional	3
Women's Finance	3

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