Ways to browse advisors serving Newton, MA

Pick a specialty or descriptor to browse more advisors serving Newton, MA.

By how they work

Type	Advisors
Large-firm	5,777
Flat-fee	3,919
Seasoned	2,743
Independent	2,263
CFP®-certified	1,417

By who they serve

Type	Advisors
High-net-worth	1,880
Baby Boomer	117
Gen X	14
Millennial	8

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,104
Wealth management	3,835
Executive	3,355
Tax-loss harvesting	2,425
Retired	2,021
Retirement income strategy	1,982
Active portfolio management	1,715
Retirement plans for business owners (SEP, solo 401k)	1,565
General retirement planning	1,426
Private / alternative investments	1,334
General estate planning guidance	1,100
Passive / index investing	1,090
ESG / Sustainable investing	990
College savings (529s, UTMA, etc.)	851
Mid-Career Professionals	820
Approaching retirement	806
Cash flow / budgeting	767
Options & derivatives strategies	730
Business exit / sale strategy	692
Income planning	597
Charitable giving & philanthropy	596
Concentrated stock management	559
Annuities	471
Social Security optimization	411
Equity compensation tax strategy	374
Self-Employed	293
Established Professionals	285
Business ownership considerations	276
Retirement withdrawal strategies	270
Multi-generational wealth transfer	265
Real estate investing	251
Financial Professional	232
Business succession planning	216
Divorce financial planning	210
Attorney	202
Divorced	197
Married/Couples/Partners	180
Debt management	160
HENRY (High Earners, Not Rich Yet)	157
General tax planning	142
Educators, Teachers, and Academics	93
Women Professionals	91
Parents	89
Long-term care insurance	77
Business sale tax planning	69
Life insurance needs analysis	65
Values-based investing	59
Tax strategies for small businesses	57
Factor investing / smart beta	40
Equity Recipients (RS/RSU, SOP, ESPP)	39
Intergenerational Families	39
Women's Finance	26
Doctor or Medical Professional	23
Consultant	21
Planning for children with special needs	20
Family Business	19
Retired	19
Technology Professional	18
Liquidity event planning	16
Medicare planning	15
Elder care planning	14
Professional Athlete	14
Exec comp design	13
Roth conversion strategy	13
Charitable giving tax strategies	12
Expats	9
Young Professionals	9
Cross-border / expatriate tax planning	8
Disability insurance	8
Early retirement planning	7
Military & Veterans	6
Stock option exercise strategy	5
Business Financial Management	3
Dual Income Family	3
Entertainment Industry	3

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