Browse all Independent 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	1,644
Wealth management	1,399
Private / alternative investments	967
Options & derivatives strategies	900
Active portfolio management	873
Executive	796
Retirement plans for business owners (SEP, solo 401k)	795
General retirement planning	738
ESG / Sustainable investing	713
Retired	703
Tax-loss harvesting	674
Concentrated stock management	559
College savings (529s, UTMA, etc.)	539
Retirement income strategy	467
Cash flow / budgeting	422
Income planning	403
Annuities	344
Passive / index investing	338
Charitable giving & philanthropy	321
Real estate investing	275
General estate planning guidance	248
General tax planning	212
Business exit / sale strategy	170
Business succession planning	148
Equity compensation tax strategy	138
Business ownership considerations	121
Debt management	116
Life insurance needs analysis	98
Business sale tax planning	88
Approaching retirement	82
Established Professionals	72
Mid-Career Professionals	71
Tax strategies for small businesses	68
Retirement withdrawal strategies	58
Financial Professional	54
Long-term care insurance	47
Self-Employed	39
Social Security optimization	38
Values-based investing	36
Factor investing / smart beta	35
Charitable giving tax strategies	32
Divorce financial planning	31
Educators, Teachers, and Academics	27
Attorney	26
Retired	25
Equity Recipients (RS/RSU, SOP, ESPP)	24
HENRY (High Earners, Not Rich Yet)	24
Married/Couples/Partners	19
Roth conversion strategy	19
Doctor or Medical Professional	18
Professional Athlete	18
Medicare planning	17
Multi-generational wealth transfer	16
Trust structures (GRAT, IDGT, revocable)	15
Women Professionals	13
Young Professionals	13
Expats	11
Family Business	11
Business Financial Management	10
Disability insurance	10
Cross-border / expatriate tax planning	8
Elder care planning	8
Religious/faith focused	7
Parents	6
Technology Professional	5
Dual Income Family	4
Student loan debt	4
Widow/Widower	4
Women's Finance	4
Young Families	4
Early retirement planning	3
Government Employee	3

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