Ways to browse advisors serving Plymouth, MN

Pick a specialty or descriptor to browse more advisors serving Plymouth, MN.

By how they work

Type	Advisors
Large-firm	5,297
Flat-fee	3,810
Seasoned	2,345
Independent	1,844
CFP®-certified	1,383

By who they serve

Type	Advisors
High-net-worth	1,537
Baby Boomer	199
Millennial	10
Gen X	4

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,230
Retired	2,785
Executive	2,765
Wealth management	2,263
Approaching retirement	2,164
Retirement income strategy	1,812
Tax-loss harvesting	1,806
Retirement plans for business owners (SEP, solo 401k)	1,453
Income planning	1,311
Social Security optimization	1,107
HENRY (High Earners, Not Rich Yet)	1,046
Retirement withdrawal strategies	1,028
Private / alternative investments	904
General retirement planning	747
Active portfolio management	720
College savings (529s, UTMA, etc.)	705
ESG / Sustainable investing	696
Charitable giving & philanthropy	646
Cash flow / budgeting	581
General estate planning guidance	562
Concentrated stock management	554
Business exit / sale strategy	527
Business ownership considerations	527
Mid-Career Professionals	510
Annuities	458
Options & derivatives strategies	419
Financial Professional	409
Equity compensation tax strategy	224
General tax planning	219
Multi-generational wealth transfer	218
Divorce financial planning	193
Real estate investing	186
Passive / index investing	177
Factor investing / smart beta	163
Self-Employed	138
Business succession planning	109
Established Professionals	80
Planning for children with special needs	79
Married/Couples/Partners	78
Long-term care insurance	76
Attorney	75
Women Professionals	66
Tax strategies for small businesses	63
Debt management	53
Values-based investing	27
Equity Recipients (RS/RSU, SOP, ESPP)	26
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Intergenerational Families	21
Doctor or Medical Professional	20
Educators, Teachers, and Academics	17
Liquidity event planning	17
Early retirement planning	16
Life insurance needs analysis	16
LGBTQIA	15
Charitable giving tax strategies	14
Young Families	14
Business sale tax planning	13
Women's Finance	13
Elder care planning	12
Family Business	11
Business Financial Management	9
Stock option exercise strategy	8
Technology Professional	8
Young Professionals	6
Consultant	4
Trust structures (GRAT, IDGT, revocable)	4
Engineering Professional	3

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