Ways to browse advisors serving Middletown, CT

Pick a specialty or descriptor to browse more advisors serving Middletown, CT.

By how they work

Type	Advisors
Large-firm	2,159
Flat-fee	1,722
Seasoned	1,229
Independent	713
CFP®-certified	480

By who they serve

Type	Advisors
High-net-worth	580
Baby Boomer	18

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,050
Executive	1,270
Retired	1,141
Wealth management	1,064
Tax-loss harvesting	853
Retirement plans for business owners (SEP, solo 401k)	741
Retirement income strategy	663
General retirement planning	461
Active portfolio management	450
College savings (529s, UTMA, etc.)	388
Approaching retirement	338
Cash flow / budgeting	336
ESG / Sustainable investing	323
General estate planning guidance	321
Income planning	287
Private / alternative investments	278
Annuities	251
Passive / index investing	232
Social Security optimization	214
Concentrated stock management	204
Options & derivatives strategies	171
Retirement withdrawal strategies	166
Multi-generational wealth transfer	149
Divorce financial planning	146
Mid-Career Professionals	126
Equity compensation tax strategy	119
Divorced	115
Married/Couples/Partners	115
Business ownership considerations	107
Business exit / sale strategy	103
Factor investing / smart beta	97
Charitable giving & philanthropy	96
Self-Employed	88
Financial Professional	80
Business succession planning	73
HENRY (High Earners, Not Rich Yet)	72
Established Professionals	55
General tax planning	43
Debt management	42
Women Professionals	36
Real estate investing	30
Educators, Teachers, and Academics	29
Tax strategies for small businesses	24
Values-based investing	19
Planning for children with special needs	17
Long-term care insurance	16
Equity Recipients (RS/RSU, SOP, ESPP)	15
Business sale tax planning	12
Intergenerational Families	9
Stock option exercise strategy	8
Young Families	8
Young Professionals	8
Doctor or Medical Professional	7
Medicare planning	7
Early retirement planning	6
Life insurance needs analysis	4

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