Best Financial Advisors in Auburn

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Auburn Financial Landscape

Auburn's economy is driven by education, healthcare, and manufacturing. The city benefits from a strong university presence and a growing tech sector.

Major industries
Education, Healthcare, Manufacturing
Population
58.6K (metro: 585.8K)
Median household income
$45,000
Unique needs
Auburn's economy requires diversification to mitigate risks from education and manufacturing reliance.
Market Insights
Economic Growth
According to BEA (2023), Auburn's economy has shown steady growth, driven by educational expansion and local business development.
Wealth Demographics
According to Census (2023), the median income in Auburn is $45,000, reflecting a diverse economic base with significant student population influence.
Advisor Specializations
Based on BLS (2023), financial advisors in Auburn are increasingly focusing on education funding and retirement planning for local families.
Local Considerations
Cost of Living
According to BLS (2024), Auburn's cost of living is approximately 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Auburn's real estate market is competitive, with home prices rising due to demand from students and families.
Business Environment
According to Fortune (2024), Auburn's business climate is favorable, with incentives for startups and a supportive local government.

Top 5 Financial Advisors in Auburn

Edward Jones - Financial Advisor: Kelly R Wilson, CFP®|ChFC®|AAMS®
★ ★ ★ ★ ★ 5
LaMar Wealth Management
★ ★ ★ ★ ★ 5
20/20 Wealth Management Group, LLC
★ ★ ★ ★ ★ 5
Wilson Investment Group
★ ★ ★ ★ ★ 5
Lipscomb Wealth
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Auburn, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Auburn-Specific Expertise
For Auburn residents working in Education, Healthcare, Manufacturing, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Auburn's education sector poses risks; diversify investments beyond local industries. Real estate may face bubble risks; monitor housing prices. Prepare for tornadoes and flooding.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Alabama locations

Birmingham Montgomery Mobile Huntsville Tuscaloosa Hoover Dothan Auburn