Ways to browse CFP®-certified advisors serving Minnesota

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,435
Executive	996
Retired	859
Wealth management	785
Retirement income strategy	646
Retirement plans for business owners (SEP, solo 401k)	605
Tax-loss harvesting	605
Approaching retirement	459
Income planning	338
College savings (529s, UTMA, etc.)	325
Private / alternative investments	317
Business exit / sale strategy	309
General retirement planning	264
Social Security optimization	264
Retirement withdrawal strategies	258
Charitable giving & philanthropy	252
Options & derivatives strategies	229
Annuities	226
HENRY (High Earners, Not Rich Yet)	225
Active portfolio management	214
ESG / Sustainable investing	198
General estate planning guidance	194
Cash flow / budgeting	189
Concentrated stock management	131
Business succession planning	124
Business ownership considerations	113
General tax planning	107
Mid-Career Professionals	92
Self-Employed	92
Multi-generational wealth transfer	82
Passive / index investing	81
Divorce financial planning	71
Real estate investing	60
Factor investing / smart beta	56
Financial Professional	45
Established Professionals	44
Equity compensation tax strategy	39
Women Professionals	38
Debt management	32
Tax strategies for small businesses	31
Planning for children with special needs	29
Long-term care insurance	23
Married/Couples/Partners	16
Equity Recipients (RS/RSU, SOP, ESPP)	13
Charitable giving tax strategies	12
Doctor or Medical Professional	12
Business Financial Management	8
Family Business	8
Liquidity event planning	8
Young Professionals	8
Religious/faith focused	7
Values-based investing	7
Business sale tax planning	4
Stock option exercise strategy	4
Technology Professional	4
Women's Finance	4
Young Families	4
Christian Faith Based	3

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