Ways to browse CFP®-certified advisors serving Philadelphia, PA

Pick a specialty to browse more CFP®-certified advisors serving Philadelphia, PA.

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,152
Retired	742
Tax-loss harvesting	589
Executive	549
Wealth management	537
Retirement income strategy	467
ESG / Sustainable investing	421
Retirement plans for business owners (SEP, solo 401k)	413
General retirement planning	388
College savings (529s, UTMA, etc.)	352
Private / alternative investments	338
HENRY (High Earners, Not Rich Yet)	328
Mid-Career Professionals	259
Options & derivatives strategies	194
Active portfolio management	183
Approaching retirement	177
Cash flow / budgeting	146
Passive / index investing	134
Business exit / sale strategy	130
General estate planning guidance	118
Annuities	113
Concentrated stock management	110
Charitable giving & philanthropy	106
Income planning	85
General tax planning	75
Real estate investing	66
Social Security optimization	66
Multi-generational wealth transfer	62
Divorce financial planning	53
Business ownership considerations	46
Retirement withdrawal strategies	45
Established Professionals	39
Divorced	37
Business succession planning	36
Self-Employed	35
Married/Couples/Partners	34
Equity compensation tax strategy	33
Factor investing / smart beta	26
Retired	26
Long-term care insurance	22
Financial Professional	20
Life insurance needs analysis	16
Planning for children with special needs	15
Young Professionals	14
Educators, Teachers, and Academics	13
Disability insurance	12
Women Professionals	12
Medicare planning	11
Equity Recipients (RS/RSU, SOP, ESPP)	10
Tax strategies for small businesses	10
Debt management	9
Roth conversion strategy	8
Doctor or Medical Professional	6
Young Families	6
Parents	5
Intergenerational Families	4
Liquidity event planning	4
Exec comp design	3

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