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	2,253
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	4,945
Executive	3,355
Wealth management	3,046
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
Private / alternative investments	1,334
General retirement planning	1,316
General estate planning guidance	1,100
Passive / index investing	1,090
ESG / Sustainable investing	990
College savings (529s, UTMA, etc.)	851
Cash flow / budgeting	836
Mid-Career Professionals	820
Approaching retirement	806
Options & derivatives strategies	730
HENRY (High Earners, Not Rich Yet)	704
Income planning	597
Charitable giving & philanthropy	596
Business exit / sale strategy	473
Annuities	471
Concentrated stock management	439
Social Security optimization	411
Equity compensation tax strategy	374
Self-Employed	293
Established Professionals	285
Retirement withdrawal strategies	270
Multi-generational wealth transfer	265
Real estate investing	251
Business ownership considerations	237
Financial Professional	232
Divorce financial planning	210
Attorney	202
Divorced	197
Married/Couples/Partners	180
Debt management	160
Business succession planning	153
General tax planning	142
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
Educators, Teachers, and Academics	55
Factor investing / smart beta	40
Equity Recipients (RS/RSU, SOP, ESPP)	39
Intergenerational Families	39
Women's Finance	26
Consultant	21
Planning for children with special needs	20
Family Business	19
Retired	19
Technology Professional	18
Doctor or Medical Professional	17
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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