Ways to browse CFP®-certified advisors serving Maryland

Pick a specialty to browse more CFP®-certified advisors serving Maryland.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,388
Retired	821
Wealth management	758
Executive	719
Private / alternative investments	608
Tax-loss harvesting	580
Retirement plans for business owners (SEP, solo 401k)	532
Retirement income strategy	423
Business exit / sale strategy	400
College savings (529s, UTMA, etc.)	304
General retirement planning	303
ESG / Sustainable investing	265
Options & derivatives strategies	236
Annuities	229
Active portfolio management	218
Cash flow / budgeting	217
Approaching retirement	202
General estate planning guidance	139
Income planning	135
HENRY (High Earners, Not Rich Yet)	132
Passive / index investing	132
Concentrated stock management	128
Charitable giving & philanthropy	125
General tax planning	124
Self-Employed	118
Real estate investing	112
Mid-Career Professionals	108
Social Security optimization	98
Business succession planning	87
Established Professionals	69
Divorce financial planning	68
Retirement withdrawal strategies	62
Multi-generational wealth transfer	61
Business ownership considerations	47
Financial Professional	45
Long-term care insurance	37
Debt management	32
Planning for children with special needs	32
Equity compensation tax strategy	31
Divorced	24
Roth conversion strategy	24
Tax strategies for small businesses	24
Married/Couples/Partners	23
Attorney	22
Government Employee	21
Military & Veterans	20
Women Professionals	18
Charitable giving tax strategies	15
Parents	12
Values-based investing	12
Life insurance needs analysis	11
Business sale tax planning	10
Equity Recipients (RS/RSU, SOP, ESPP)	9
Retired	9
Doctor or Medical Professional	8
Dual Income Family	8
Religious/faith focused	8
Liquidity event planning	7
LGBTQIA	6
Newlywed/Engaged	6
Educators, Teachers, and Academics	5
Young Professionals	5
African Americans/Black	4
Elder care planning	4
Young Families	4
Inheritance planning	3
Widow/Widower	3
Women Business Owners	3
Women's Finance	3

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