Ways to browse CFP®-certified advisors serving Ohio

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,021
Executive	1,201
Retired	1,072
Wealth management	1,072
Tax-loss harvesting	910
Retirement plans for business owners (SEP, solo 401k)	809
Private / alternative investments	669
Retirement income strategy	646
General retirement planning	553
Options & derivatives strategies	458
College savings (529s, UTMA, etc.)	396
Business exit / sale strategy	378
ESG / Sustainable investing	354
Active portfolio management	344
Cash flow / budgeting	337
Annuities	333
Charitable giving & philanthropy	286
Approaching retirement	266
Income planning	263
Real estate investing	240
Business succession planning	227
General estate planning guidance	206
Passive / index investing	199
Concentrated stock management	166
Social Security optimization	130
Self-Employed	128
HENRY (High Earners, Not Rich Yet)	127
Mid-Career Professionals	122
Business ownership considerations	116
Retirement withdrawal strategies	115
General tax planning	107
Multi-generational wealth transfer	105
Divorce financial planning	77
Tax strategies for small businesses	69
Equity compensation tax strategy	64
Established Professionals	51
Planning for children with special needs	46
Long-term care insurance	45
Debt management	34
Values-based investing	32
Life insurance needs analysis	30
Married/Couples/Partners	26
Doctor or Medical Professional	24
Women Professionals	23
Financial Professional	22
Retired	22
Attorney	21
Intergenerational Families	19
Equity Recipients (RS/RSU, SOP, ESPP)	17
Business sale tax planning	15
Factor investing / smart beta	14
Family Business	14
Military & Veterans	13
Dentist	11
Medicare planning	11
Roth conversion strategy	10
Charitable giving tax strategies	9
Educators, Teachers, and Academics	8
Liquidity event planning	8
Young Professionals	8
Business Financial Management	7
Parents	7
Professional Athlete	7
Religious/faith focused	7
Young Families	7
Disability insurance	6
Elder care planning	6
Christian Faith Based	5
Student loan debt	5
Public Service Employee	3
Stock option exercise strategy	3
Widow/Widower	3
Women's Finance	3

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