Browse all CFP®-certified advisors in Missouri

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,587
Executive	1,075
Wealth management	1,048
Retired	951
Tax-loss harvesting	755
Retirement plans for business owners (SEP, solo 401k)	683
Retirement income strategy	443
Business exit / sale strategy	423
Charitable giving & philanthropy	370
Multi-generational wealth transfer	361
General retirement planning	358
College savings (529s, UTMA, etc.)	329
Private / alternative investments	253
General estate planning guidance	194
Active portfolio management	193
Options & derivatives strategies	192
Income planning	154
Cash flow / budgeting	137
Annuities	135
Approaching retirement	131
Business ownership considerations	109
ESG / Sustainable investing	109
Self-Employed	89
Passive / index investing	84
Business succession planning	83
Established Professionals	70
Retirement withdrawal strategies	69
Concentrated stock management	66
Divorce financial planning	66
HENRY (High Earners, Not Rich Yet)	66
General tax planning	61
Real estate investing	59
Social Security optimization	55
Long-term care insurance	44
Mid-Career Professionals	37
Debt management	33
Women Professionals	30
Planning for children with special needs	27
Values-based investing	24
Doctor or Medical Professional	22
Military & Veterans	22
Tax strategies for small businesses	19
Equity compensation tax strategy	18
Equity Recipients (RS/RSU, SOP, ESPP)	16
Life insurance needs analysis	16
Family Business	14
Attorney	11
Educators, Teachers, and Academics	11
Factor investing / smart beta	10
Married/Couples/Partners	9
Religious/faith focused	8
Public Service Employee	7
Business sale tax planning	6
Technology Professional	5
Young Professionals	5
Christian Faith Based	4
Disability insurance	4
Charitable giving tax strategies	3
Young Families	3

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