Browse all Seasoned 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	2,540
Retired	1,754
Wealth management	1,583
Tax-loss harvesting	1,564
Executive	1,410
Retirement plans for business owners (SEP, solo 401k)	1,199
Retirement income strategy	832
Active portfolio management	821
College savings (529s, UTMA, etc.)	625
Annuities	596
Private / alternative investments	481
General retirement planning	471
Passive / index investing	437
ESG / Sustainable investing	425
Options & derivatives strategies	402
Business exit / sale strategy	349
Charitable giving & philanthropy	327
Self-Employed	249
Approaching retirement	232
Cash flow / budgeting	227
Income planning	224
Concentrated stock management	194
HENRY (High Earners, Not Rich Yet)	158
Business succession planning	145
General estate planning guidance	116
Real estate investing	110
Established Professionals	105
Equity compensation tax strategy	103
Social Security optimization	92
General tax planning	90
Mid-Career Professionals	55
Financial Professional	52
Business ownership considerations	49
Educators, Teachers, and Academics	41
Debt management	40
Business sale tax planning	39
Retirement withdrawal strategies	36
Life insurance needs analysis	35
Retired	34
Multi-generational wealth transfer	33
Long-term care insurance	30
Factor investing / smart beta	19
Women Professionals	19
Tax strategies for small businesses	15
Divorce financial planning	14
Married/Couples/Partners	14
Professional Athlete	11
Family Business	10
Charitable giving tax strategies	9
Planning for children with special needs	9
Doctor or Medical Professional	8
Medicare planning	8
Values-based investing	8
Trust structures (GRAT, IDGT, revocable)	7
Attorney	6
Intergenerational Families	4
Women's Finance	4

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