Ways to browse CFP®-certified advisors serving Tennessee

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	842
Retired	509
Wealth management	487
Executive	483
Retirement plans for business owners (SEP, solo 401k)	393
Tax-loss harvesting	345
General retirement planning	256
Retirement income strategy	242
College savings (529s, UTMA, etc.)	223
Private / alternative investments	207
Cash flow / budgeting	206
Options & derivatives strategies	189
Active portfolio management	128
General estate planning guidance	120
Annuities	103
Approaching retirement	93
Multi-generational wealth transfer	91
ESG / Sustainable investing	87
Income planning	83
Business exit / sale strategy	81
Charitable giving & philanthropy	81
Divorce financial planning	69
Passive / index investing	61
Social Security optimization	61
Business ownership considerations	60
Real estate investing	58
Concentrated stock management	57
Retirement withdrawal strategies	53
General tax planning	46
HENRY (High Earners, Not Rich Yet)	44
Established Professionals	38
Divorced	37
Mid-Career Professionals	36
Attorney	35
Business succession planning	34
Long-term care insurance	25
Women Professionals	25
Debt management	23
Self-Employed	23
Equity compensation tax strategy	17
Doctor or Medical Professional	16
Religious/faith focused	16
Values-based investing	16
Tax strategies for small businesses	14
Equity Recipients (RS/RSU, SOP, ESPP)	13
Financial Professional	12
Life insurance needs analysis	9
Military & Veterans	8
Factor investing / smart beta	6
Medicare planning	6
Parents	6
Business Financial Management	5
Retired	5
Women's Finance	5
Charitable giving tax strategies	4
Roth conversion strategy	4
Stock option exercise strategy	4
Business sale tax planning	3

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