Ways to browse advisors serving Southfield, MI

Pick a specialty or descriptor to browse more advisors serving Southfield, MI.

By how they work

Type	Advisors
Large-firm	3,998
Flat-fee	2,659
Seasoned	1,932
Independent	1,308
CFP®-certified	827

By who they serve

Type	Advisors
High-net-worth	753
Baby Boomer	91
Gen X	3
Millennial	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,338
Executive	2,326
Wealth management	1,944
Retired	1,609
Tax-loss harvesting	1,605
Retirement plans for business owners (SEP, solo 401k)	1,228
General retirement planning	1,055
Retirement income strategy	967
Active portfolio management	955
Approaching retirement	757
College savings (529s, UTMA, etc.)	735
Private / alternative investments	708
Income planning	575
Mid-Career Professionals	530
General estate planning guidance	520
Cash flow / budgeting	516
HENRY (High Earners, Not Rich Yet)	486
Annuities	465
Social Security optimization	460
Passive / index investing	453
Options & derivatives strategies	451
Charitable giving & philanthropy	360
Retirement withdrawal strategies	351
ESG / Sustainable investing	269
Concentrated stock management	242
Equity compensation tax strategy	217
Business exit / sale strategy	188
Self-Employed	178
Multi-generational wealth transfer	141
Business ownership considerations	127
Divorce financial planning	114
Real estate investing	108
General tax planning	100
Attorney	73
Business succession planning	64
Divorced	61
Financial Professional	59
Married/Couples/Partners	58
Long-term care insurance	57
Parents	57
Established Professionals	56
Women Professionals	55
Intergenerational Families	43
Values-based investing	40
Tax strategies for small businesses	34
Debt management	33
Planning for children with special needs	33
Life insurance needs analysis	32
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Young Professionals	24
Dentist	23
Doctor or Medical Professional	23
Military & Veterans	17
Factor investing / smart beta	15
Family Business	15
Medicare planning	15
Retired	15
Educators, Teachers, and Academics	13
Roth conversion strategy	11
Equity Recipients (RS/RSU, SOP, ESPP)	10
Business Financial Management	9
Religious/faith focused	9
Charitable giving tax strategies	6
Liquidity event planning	5
Dual Income Family	4
Early retirement planning	4
Startup equity planning	3

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