Ways to browse Independent advisors serving Newton, MA

Pick a specialty to browse more Independent 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	945
Wealth management	810
Private / alternative investments	662
ESG / Sustainable investing	546
Options & derivatives strategies	522
Retirement plans for business owners (SEP, solo 401k)	467
Active portfolio management	464
Executive	458
Retired	415
Tax-loss harvesting	411
General retirement planning	376
Concentrated stock management	261
Cash flow / budgeting	257
College savings (529s, UTMA, etc.)	254
Passive / index investing	221
Retirement income strategy	202
Income planning	176
Real estate investing	156
Business exit / sale strategy	155
General estate planning guidance	147
Charitable giving & philanthropy	135
Annuities	129
General tax planning	120
Debt management	87
Business sale tax planning	68
Life insurance needs analysis	59
Business succession planning	55
Business ownership considerations	53
Tax strategies for small businesses	50
Financial Professional	49
Established Professionals	45
Mid-Career Professionals	44
HENRY (High Earners, Not Rich Yet)	38
Approaching retirement	36
Long-term care insurance	30
Equity compensation tax strategy	25
Attorney	23
Factor investing / smart beta	21
Retired	19
Social Security optimization	19
Doctor or Medical Professional	15
Multi-generational wealth transfer	15
Retirement withdrawal strategies	14
Charitable giving tax strategies	12
Roth conversion strategy	12
Self-Employed	11
Equity Recipients (RS/RSU, SOP, ESPP)	10
Divorce financial planning	9
Expats	9
Professional Athlete	9
Cross-border / expatriate tax planning	8
Disability insurance	8
Medicare planning	8
Intergenerational Families	7
Young Professionals	6
Technology Professional	5
Early retirement planning	3
Family Business	3
Parents	3
Women Professionals	3

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