Ways to browse CFP®-certified advisors serving Missouri

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,586
Executive	1,079
Wealth management	1,049
Retired	949
Tax-loss harvesting	756
Retirement plans for business owners (SEP, solo 401k)	686
Retirement income strategy	445
Business exit / sale strategy	424
Charitable giving & philanthropy	370
Multi-generational wealth transfer	361
General retirement planning	358
College savings (529s, UTMA, etc.)	328
Private / alternative investments	256
General estate planning guidance	194
Options & derivatives strategies	193
Active portfolio management	192
Income planning	155
Cash flow / budgeting	137
Annuities	135
Approaching retirement	131
ESG / Sustainable investing	108
Business ownership considerations	106
Self-Employed	89
Passive / index investing	84
Business succession planning	83
Established Professionals	71
Retirement withdrawal strategies	69
HENRY (High Earners, Not Rich Yet)	68
Concentrated stock management	66
Divorce financial planning	66
General tax planning	60
Real estate investing	58
Social Security optimization	54
Long-term care insurance	44
Mid-Career Professionals	38
Debt management	33
Women Professionals	31
Planning for children with special needs	26
Values-based investing	26
Military & Veterans	24
Doctor or Medical Professional	23
Tax strategies for small businesses	21
Equity compensation tax strategy	18
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	17
Equity Recipients (RS/RSU, SOP, ESPP)	16
Life insurance needs analysis	16
Family Business	13
Attorney	11
Educators, Teachers, and Academics	11
Factor investing / smart beta	10
Married/Couples/Partners	9
Religious/faith focused	9
Public Service Employee	8
Business sale tax planning	6
Young Professionals	5
Christian Faith Based	4
Disability insurance	4
Technology Professional	4
Charitable giving tax strategies	3
Young Families	3

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