Ways to browse CFP®-certified advisors serving Michigan

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,694
Retired	1,007
Executive	1,001
Wealth management	905
Tax-loss harvesting	782
Retirement plans for business owners (SEP, solo 401k)	729
Retirement income strategy	612
Private / alternative investments	470
General retirement planning	437
College savings (529s, UTMA, etc.)	433
Options & derivatives strategies	422
Annuities	299
Active portfolio management	266
General estate planning guidance	252
Income planning	243
Cash flow / budgeting	237
Approaching retirement	224
Business exit / sale strategy	211
Charitable giving & philanthropy	211
Business succession planning	201
ESG / Sustainable investing	193
Concentrated stock management	182
Passive / index investing	181
Social Security optimization	171
Retirement withdrawal strategies	148
Multi-generational wealth transfer	117
Business ownership considerations	113
Mid-Career Professionals	97
Self-Employed	91
HENRY (High Earners, Not Rich Yet)	89
General tax planning	74
Equity compensation tax strategy	59
Real estate investing	59
Established Professionals	56
Women Professionals	44
Divorce financial planning	42
Tax strategies for small businesses	32
Values-based investing	30
Debt management	28
Long-term care insurance	27
Young Professionals	23
Roth conversion strategy	22
Divorced	20
Married/Couples/Partners	20
Family Business	19
Factor investing / smart beta	18
Doctor or Medical Professional	17
Life insurance needs analysis	17
Attorney	16
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	16
Equity Recipients (RS/RSU, SOP, ESPP)	12
Dentist	11
Military & Veterans	11
Planning for children with special needs	11
Medicare planning	10
Financial Professional	9
Parents	9
Disability insurance	7
Educators, Teachers, and Academics	7
Religious/faith focused	7
Business sale tax planning	5
Business Financial Management	4
Early retirement planning	4
Women's Finance	4
Dual Income Family	3
FIRE (Financial Independence Retire Early)	3

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