Ways to browse Seasoned advisors serving Minnesota

Pick a specialty to browse more Seasoned 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	2,717
Retired	1,867
Executive	1,633
Wealth management	1,486
Tax-loss harvesting	1,396
Approaching retirement	1,179
Retirement income strategy	1,141
Retirement plans for business owners (SEP, solo 401k)	1,014
Income planning	735
Social Security optimization	602
HENRY (High Earners, Not Rich Yet)	578
Retirement withdrawal strategies	554
College savings (529s, UTMA, etc.)	551
Annuities	505
ESG / Sustainable investing	447
Private / alternative investments	446
General retirement planning	427
Active portfolio management	377
Charitable giving & philanthropy	369
Business exit / sale strategy	307
Concentrated stock management	304
Cash flow / budgeting	297
General estate planning guidance	280
Options & derivatives strategies	278
Financial Professional	243
Mid-Career Professionals	236
Business ownership considerations	187
Equity compensation tax strategy	157
Passive / index investing	148
Self-Employed	142
Divorce financial planning	113
Business succession planning	97
Multi-generational wealth transfer	94
Planning for children with special needs	72
Real estate investing	71
General tax planning	62
Factor investing / smart beta	52
Established Professionals	39
Married/Couples/Partners	35
Attorney	29
Long-term care insurance	27
Tax strategies for small businesses	23
Educators, Teachers, and Academics	19
Religious/faith focused	10
Values-based investing	10
Debt management	9
Life insurance needs analysis	8
Family Business	7
Equity Recipients (RS/RSU, SOP, ESPP)	6
Business sale tax planning	5
Medicare planning	5
Business Financial Management	4
Disability insurance	4
Stock option exercise strategy	4

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