Ways to browse advisors serving Waltham, MA

Pick a specialty or descriptor to browse more advisors serving Waltham, MA.

By how they work

Type	Advisors
Large-firm	5,891
Flat-fee	3,934
Seasoned	2,767
Independent	2,260
CFP®-certified	1,428

By who they serve

Type	Advisors
High-net-worth	1,892
Baby Boomer	117
Gen X	15
Millennial	9

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,964
Executive	3,376
Wealth management	3,090
Retired	2,603
Tax-loss harvesting	2,437
Retirement income strategy	2,263
Active portfolio management	1,751
Retirement plans for business owners (SEP, solo 401k)	1,581
General retirement planning	1,356
Private / alternative investments	1,346
General estate planning guidance	1,104
Approaching retirement	993
ESG / Sustainable investing	926
College savings (529s, UTMA, etc.)	864
Cash flow / budgeting	856
Mid-Career Professionals	824
Passive / index investing	806
Options & derivatives strategies	734
Business exit / sale strategy	703
Charitable giving & philanthropy	629
Income planning	625
Annuities	479
Concentrated stock management	438
Equity compensation tax strategy	375
Social Security optimization	319
Self-Employed	294
Established Professionals	290
Business ownership considerations	280
Retirement withdrawal strategies	270
Multi-generational wealth transfer	269
Real estate investing	258
Financial Professional	244
Business succession planning	216
Attorney	209
Divorce financial planning	209
Divorced	196
Married/Couples/Partners	179
Debt management	154
General tax planning	144
HENRY (High Earners, Not Rich Yet)	127
Parents	96
Women Professionals	91
Values-based investing	81
Long-term care insurance	77
Business sale tax planning	69
Life insurance needs analysis	66
Educators, Teachers, and Academics	57
Tax strategies for small businesses	55
Equity Recipients (RS/RSU, SOP, ESPP)	41
Factor investing / smart beta	40
Intergenerational Families	39
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	37
Women's Finance	27
Young Families	25
Doctor or Medical Professional	23
Consultant	22
Planning for children with special needs	21
Family Business	19
Retired	19
Technology Professional	18
Liquidity event planning	17
Medicare planning	15
Elder care planning	14
Exec comp design	14
Professional Athlete	14
Roth conversion strategy	13
Charitable giving tax strategies	12
Business Financial Management	9
Expats	9
Young Professionals	9
Cross-border / expatriate tax planning	8
Disability insurance	8
Early retirement planning	7
Military & Veterans	6
Stock option exercise strategy	6
Religious/faith focused	5
Caring for aging parents	3
Dual Income Family	3
Entertainment Industry	3

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