Browse all CFP®-certified advisors in Pennsylvania

Every advisor below is licensed to work with clients in Pennsylvania. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,725
Retired	1,720
Wealth management	1,417
Tax-loss harvesting	1,396
Executive	1,387
Retirement plans for business owners (SEP, solo 401k)	994
Retirement income strategy	921
College savings (529s, UTMA, etc.)	739
General retirement planning	730
ESG / Sustainable investing	690
Private / alternative investments	683
Options & derivatives strategies	523
HENRY (High Earners, Not Rich Yet)	479
Business exit / sale strategy	462
Approaching retirement	459
Active portfolio management	428
Cash flow / budgeting	423
Annuities	415
Mid-Career Professionals	374
Passive / index investing	304
Income planning	297
General estate planning guidance	289
Charitable giving & philanthropy	276
Concentrated stock management	233
General tax planning	194
Social Security optimization	190
Self-Employed	176
Retirement withdrawal strategies	152
Business succession planning	141
Real estate investing	139
Multi-generational wealth transfer	128
Established Professionals	117
Divorce financial planning	115
Business ownership considerations	106
Divorced	75
Equity compensation tax strategy	70
Women Professionals	69
Married/Couples/Partners	67
Attorney	63
Debt management	63
Family Business	57
Financial Professional	48
Factor investing / smart beta	41
Planning for children with special needs	41
Tax strategies for small businesses	39
Retired	37
Long-term care insurance	35
Life insurance needs analysis	29
Values-based investing	28
Dentist	27
Religious/faith focused	26
Doctor or Medical Professional	22
Educators, Teachers, and Academics	20
Business sale tax planning	18
Roth conversion strategy	18
Disability insurance	17
Young Professionals	17
Business Financial Management	15
Charitable giving tax strategies	14
Equity Recipients (RS/RSU, SOP, ESPP)	13
Medicare planning	13
Intergenerational Families	11
Parents	11
Elder care planning	10
Liquidity event planning	10
Young Families	10
Christian Faith Based	8
Technology Professional	7
Military & Veterans	6
Women's Finance	6
Exec comp design	5
Student loan debt	5
Women Business Owners	5
Consultant	4
Inheritance planning	4
Dual Income Family	3
FIRE (Financial Independence Retire Early)	3
Inherited wealth	3
Professional Athlete	3
Trust structures (GRAT, IDGT, revocable)	3

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