Ways to browse Independent advisors serving Massachusetts

Pick a specialty to browse more Independent 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	1,639
Wealth management	1,393
Private / alternative investments	969
Options & derivatives strategies	900
Active portfolio management	866
Executive	796
Retirement plans for business owners (SEP, solo 401k)	791
General retirement planning	747
ESG / Sustainable investing	712
Retired	704
Tax-loss harvesting	673
Concentrated stock management	563
College savings (529s, UTMA, etc.)	535
Retirement income strategy	465
Cash flow / budgeting	422
Income planning	406
Annuities	342
Passive / index investing	342
Charitable giving & philanthropy	314
Real estate investing	276
Business exit / sale strategy	272
General estate planning guidance	250
General tax planning	236
Business succession planning	147
Equity compensation tax strategy	138
Debt management	126
Business ownership considerations	121
Life insurance needs analysis	104
Business sale tax planning	88
Approaching retirement	82
Tax strategies for small businesses	73
Established Professionals	72
Mid-Career Professionals	65
Retirement withdrawal strategies	63
HENRY (High Earners, Not Rich Yet)	57
Long-term care insurance	46
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
Financial Professional	25
Retired	25
Equity Recipients (RS/RSU, SOP, ESPP)	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
Cross-border / expatriate tax planning	8
Disability insurance	8
Elder care planning	8
Religious/faith focused	7
Parents	6
Technology Professional	5
Dual Income Family	4
Government Employee	4
Student loan debt	4
Widow/Widower	4
Women's Finance	4
Young Families	4
Early retirement planning	3

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