Ways to browse CFP®-certified advisors serving Pennsylvania

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,735
Retired	1,726
Wealth management	1,425
Executive	1,397
Tax-loss harvesting	1,397
Retirement plans for business owners (SEP, solo 401k)	997
Retirement income strategy	920
Private / alternative investments	853
College savings (529s, UTMA, etc.)	739
General retirement planning	733
ESG / Sustainable investing	691
Options & derivatives strategies	523
HENRY (High Earners, Not Rich Yet)	483
Business exit / sale strategy	465
Approaching retirement	435
Active portfolio management	425
Cash flow / budgeting	422
Annuities	416
Mid-Career Professionals	374
Passive / index investing	301
Income planning	297
General estate planning guidance	293
Charitable giving & philanthropy	277
Concentrated stock management	232
General tax planning	194
Social Security optimization	186
Retirement withdrawal strategies	156
Real estate investing	148
Business succession planning	143
Multi-generational wealth transfer	128
Divorce financial planning	115
Business ownership considerations	109
Established Professionals	92
Equity compensation tax strategy	84
Divorced	75
Women Professionals	69
Married/Couples/Partners	67
Family Business	65
Attorney	63
Debt management	63
Financial Professional	48
Self-Employed	48
Tax strategies for small businesses	44
Factor investing / smart beta	41
Planning for children with special needs	40
Retired	37
Long-term care insurance	36
Life insurance needs analysis	30
Values-based investing	28
Dentist	27
Equity Recipients (RS/RSU, SOP, ESPP)	26
Religious/faith focused	26
Doctor or Medical Professional	22
Educators, Teachers, and Academics	21
Roth conversion strategy	18
Business sale tax planning	17
Disability insurance	17
Young Professionals	17
Business Financial Management	15
Charitable giving tax strategies	14
Medicare planning	13
Parents	11
Liquidity event planning	10
Young Families	10
Elder care planning	9
Christian Faith Based	8
Technology Professional	7
Intergenerational Families	6
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
Trust structures (GRAT, IDGT, revocable)	3

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