Ways to browse CFP®-certified advisors serving Marietta, GA

Pick a specialty to browse more CFP®-certified advisors serving Marietta, GA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	830
Executive	563
Retirement plans for business owners (SEP, solo 401k)	500
Private / alternative investments	367
Retired	364
Wealth management	364
Retirement income strategy	333
Tax-loss harvesting	277
Options & derivatives strategies	247
ESG / Sustainable investing	183
Active portfolio management	152
Business exit / sale strategy	142
General retirement planning	136
Cash flow / budgeting	132
College savings (529s, UTMA, etc.)	128
Real estate investing	126
Concentrated stock management	118
General tax planning	106
Approaching retirement	103
General estate planning guidance	94
HENRY (High Earners, Not Rich Yet)	94
Annuities	87
Charitable giving & philanthropy	87
Income planning	84
Passive / index investing	68
Established Professionals	59
Divorce financial planning	45
Women Professionals	45
Retirement withdrawal strategies	44
Mid-Career Professionals	41
Social Security optimization	41
Multi-generational wealth transfer	37
Business succession planning	35
Attorney	32
Business ownership considerations	32
Divorced	29
Equity compensation tax strategy	24
Dentist	21
Equity Recipients (RS/RSU, SOP, ESPP)	19
Long-term care insurance	17
Planning for children with special needs	16
Young Professionals	16
Tax strategies for small businesses	15
Financial Professional	14
Factor investing / smart beta	12
Debt management	11
Liquidity event planning	11
Self-Employed	8
Values-based investing	7
Business sale tax planning	6
Family Business	6
Life insurance needs analysis	6
Doctor or Medical Professional	4
Intergenerational Families	4
Retired	4
Medicare planning	3
Military & Veterans	3

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