Ways to browse advisors serving Sandy Springs, GA

Pick a specialty or descriptor to browse more advisors serving Sandy Springs, GA.

By how they work

Type	Advisors
Large-firm	5,157
Flat-fee	3,393
Seasoned	2,417
Independent	2,206
CFP®-certified	1,305

By who they serve

Type	Advisors
High-net-worth	1,783
Baby Boomer	55
Gen X	4

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,372
Executive	2,950
Wealth management	2,657
Retired	1,950
Retirement plans for business owners (SEP, solo 401k)	1,931
Tax-loss harvesting	1,657
Retirement income strategy	1,377
Active portfolio management	1,161
General estate planning guidance	1,152
Private / alternative investments	1,011
General retirement planning	978
ESG / Sustainable investing	822
Options & derivatives strategies	728
HENRY (High Earners, Not Rich Yet)	714
Mid-Career Professionals	681
Approaching retirement	668
Charitable giving & philanthropy	627
Cash flow / budgeting	613
College savings (529s, UTMA, etc.)	557
Income planning	554
Business exit / sale strategy	539
Annuities	403
Concentrated stock management	352
Real estate investing	349
Equity compensation tax strategy	293
Passive / index investing	266
Social Security optimization	265
Multi-generational wealth transfer	228
Divorce financial planning	216
Retirement withdrawal strategies	212
General tax planning	205
Business ownership considerations	182
Attorney	157
Business succession planning	127
Established Professionals	123
Divorced	121
Married/Couples/Partners	119
Financial Professional	110
Women Professionals	103
Self-Employed	101
Intergenerational Families	87
Planning for children with special needs	80
Tax strategies for small businesses	61
Debt management	53
Long-term care insurance	48
Equity Recipients (RS/RSU, SOP, ESPP)	43
Liquidity event planning	37
Young Professionals	34
Dentist	32
Family Business	32
Values-based investing	32
Educators, Teachers, and Academics	31
Technology Professional	25
Factor investing / smart beta	23
Consultant	21
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	20
Life insurance needs analysis	19
Doctor or Medical Professional	18
Young Families	17
Retired	16
Business sale tax planning	15
Women's Finance	15
Elder care planning	14
Business Financial Management	12
Medicare planning	12
Professional Athlete	12
Airline Pilot	10
Military & Veterans	9
Religious/faith focused	8
Widow/Widower	7
Roth conversion strategy	6
Stock option exercise strategy	6
Women Business Owners	5
Christian Faith Based	4
Disability insurance	4
Dual Income Family	4

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