Browse all CFP®-certified advisors in Minnesota

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,427
Executive	929
Retired	858
Wealth management	778
Retirement income strategy	643
Tax-loss harvesting	603
Retirement plans for business owners (SEP, solo 401k)	601
Approaching retirement	457
Income planning	338
College savings (529s, UTMA, etc.)	325
Private / alternative investments	314
Business exit / sale strategy	309
Social Security optimization	265
General retirement planning	261
Retirement withdrawal strategies	259
Charitable giving & philanthropy	250
Options & derivatives strategies	231
HENRY (High Earners, Not Rich Yet)	221
Active portfolio management	214
Annuities	210
ESG / Sustainable investing	198
General estate planning guidance	193
Cash flow / budgeting	190
Concentrated stock management	131
Business succession planning	120
Business ownership considerations	112
General tax planning	105
Mid-Career Professionals	92
Self-Employed	92
Multi-generational wealth transfer	83
Passive / index investing	81
Divorce financial planning	70
Real estate investing	60
Factor investing / smart beta	56
Financial Professional	45
Established Professionals	40
Equity compensation tax strategy	39
Women Professionals	38
Debt management	32
Tax strategies for small businesses	31
Long-term care insurance	23
Married/Couples/Partners	16
Equity Recipients (RS/RSU, SOP, ESPP)	13
Values-based investing	13
Doctor or Medical Professional	12
Charitable giving tax strategies	11
Family Business	10
Young Professionals	9
Liquidity event planning	8
Business Financial Management	7
Religious/faith focused	7
Business sale tax planning	4
Stock option exercise strategy	4
Technology Professional	4
Women's Finance	4
Young Families	4

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