Ways to browse CFP®-certified advisors serving Massachusetts

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,400
Executive	1,024
Wealth management	999
Retired	751
Retirement plans for business owners (SEP, solo 401k)	635
Retirement income strategy	568
Tax-loss harvesting	554
Private / alternative investments	511
Active portfolio management	409
General retirement planning	379
Options & derivatives strategies	357
ESG / Sustainable investing	331
College savings (529s, UTMA, etc.)	318
Business exit / sale strategy	290
Annuities	264
Passive / index investing	252
Cash flow / budgeting	238
Charitable giving & philanthropy	198
Concentrated stock management	154
Income planning	132
Self-Employed	117
Established Professionals	114
General tax planning	101
Business succession planning	87
HENRY (High Earners, Not Rich Yet)	87
General estate planning guidance	83
Approaching retirement	79
Real estate investing	73
Social Security optimization	68
Debt management	64
Business ownership considerations	52
Women Professionals	51
Financial Professional	43
Equity compensation tax strategy	38
Long-term care insurance	34
Mid-Career Professionals	34
Tax strategies for small businesses	33
Multi-generational wealth transfer	28
Business sale tax planning	26
Divorced	26
Retirement withdrawal strategies	22
Parents	21
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
Family Business	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
Technology Professional	3
Women's Finance	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support