Ways to browse CFP®-certified advisors serving Newton, MA

Pick a specialty to browse more CFP®-certified advisors serving Newton, MA.

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	814
Wealth management	591
Executive	580
Retired	435
Private / alternative investments	394
Tax-loss harvesting	360
Retirement plans for business owners (SEP, solo 401k)	332
Retirement income strategy	294
Active portfolio management	243
General retirement planning	231
ESG / Sustainable investing	230
Options & derivatives strategies	220
Cash flow / budgeting	195
Passive / index investing	165
College savings (529s, UTMA, etc.)	163
Business exit / sale strategy	138
Charitable giving & philanthropy	116
Concentrated stock management	103
General estate planning guidance	103
Income planning	103
Approaching retirement	98
Annuities	87
Established Professionals	78
Social Security optimization	66
General tax planning	55
Multi-generational wealth transfer	54
HENRY (High Earners, Not Rich Yet)	52
Real estate investing	48
Divorce financial planning	45
Attorney	43
Equity compensation tax strategy	43
Debt management	41
Business succession planning	40
Financial Professional	40
Retirement withdrawal strategies	39
Business ownership considerations	38
Mid-Career Professionals	38
Women Professionals	34
Self-Employed	31
Long-term care insurance	28
Tax strategies for small businesses	23
Business sale tax planning	21
Factor investing / smart beta	11
Parents	11
Equity Recipients (RS/RSU, SOP, ESPP)	8
Intergenerational Families	8
Doctor or Medical Professional	7
Life insurance needs analysis	7
Charitable giving tax strategies	5
Professional Athlete	4
Educators, Teachers, and Academics	3
Retired	3
Roth conversion strategy	3
Technology Professional	3
Young Professionals	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support