Ways to browse CFP®-certified advisors serving Virginia

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

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	1,717
Retired	1,145
Wealth management	991
Tax-loss harvesting	947
Executive	870
Private / alternative investments	810
Retirement plans for business owners (SEP, solo 401k)	706
Retirement income strategy	629
General retirement planning	482
Active portfolio management	439
College savings (529s, UTMA, etc.)	398
ESG / Sustainable investing	379
Options & derivatives strategies	377
Cash flow / budgeting	331
Business exit / sale strategy	303
Charitable giving & philanthropy	252
Annuities	233
Approaching retirement	216
Income planning	208
Passive / index investing	207
General estate planning guidance	200
Concentrated stock management	180
Real estate investing	169
Self-Employed	156
Business succession planning	136
HENRY (High Earners, Not Rich Yet)	127
Social Security optimization	124
Business ownership considerations	108
General tax planning	107
Mid-Career Professionals	102
Retirement withdrawal strategies	100
Established Professionals	95
Multi-generational wealth transfer	94
Divorce financial planning	69
Debt management	65
Women Professionals	60
Tax strategies for small businesses	48
Long-term care insurance	47
Financial Professional	46
Equity compensation tax strategy	45
Military & Veterans	37
Planning for children with special needs	34
Retired	32
Values-based investing	26
Divorced	25
Roth conversion strategy	22
Dentist	21
Factor investing / smart beta	21
Stock option exercise strategy	21
Charitable giving tax strategies	20
Religious/faith focused	20
Attorney	19
Parents	19
Doctor or Medical Professional	18
Government Employee	18
Married/Couples/Partners	18
Family Business	17
Liquidity event planning	14
Equity Recipients (RS/RSU, SOP, ESPP)	13
Life insurance needs analysis	13
Business Financial Management	12
Young Families	12
Educators, Teachers, and Academics	11
Intergenerational Families	11
Young Professionals	11
Dual Income Family	10
Elder care planning	10
Professional Athlete	10
Airline Pilot	7
Business sale tax planning	7
Medicare planning	7
Christian Faith Based	6
Inheritance planning	6
Technology Professional	6
Disability insurance	5
Sandwich Generation	5
Entertainment Industry	4
Expats	4
Real Estate Professional	4
African Americans/Black	3
FIRE (Financial Independence Retire Early)	3
Widow/Widower	3

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