Browse all CFP®-certified advisors in Maryland

Every advisor below is licensed to work with clients in Maryland. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,373
Retired	821
Wealth management	753
Executive	705
Tax-loss harvesting	629
Retirement plans for business owners (SEP, solo 401k)	532
Retirement income strategy	410
Private / alternative investments	404
College savings (529s, UTMA, etc.)	309
General retirement planning	298
Business exit / sale strategy	273
ESG / Sustainable investing	263
Options & derivatives strategies	237
Annuities	229
Cash flow / budgeting	229
Active portfolio management	217
Approaching retirement	198
General estate planning guidance	147
Income planning	134
Passive / index investing	132
HENRY (High Earners, Not Rich Yet)	129
Concentrated stock management	128
Charitable giving & philanthropy	125
Self-Employed	117
General tax planning	113
Mid-Career Professionals	112
Real estate investing	111
Social Security optimization	95
Business succession planning	86
Divorce financial planning	68
Established Professionals	66
Retirement withdrawal strategies	61
Multi-generational wealth transfer	60
Business ownership considerations	49
Financial Professional	45
Long-term care insurance	41
Equity compensation tax strategy	35
Debt management	32
Planning for children with special needs	32
Divorced	24
Married/Couples/Partners	23
Tax strategies for small businesses	23
Attorney	22
Government Employee	20
Military & Veterans	20
Women Professionals	18
Charitable giving tax strategies	14
Values-based investing	13
Parents	12
Life insurance needs analysis	11
Business sale tax planning	10
Religious/faith focused	9
Retired	9
Doctor or Medical Professional	8
Liquidity event planning	7
LGBTQIA	6
Newlywed/Engaged	6
Educators, Teachers, and Academics	5
Equity Recipients (RS/RSU, SOP, ESPP)	5
Young Professionals	5
African Americans/Black	4
Dual Income Family	4
Elder care planning	4
Young Families	4
Women Business Owners	3
Women's Finance	3

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