Best Financial Advisors in Phenix City

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
40+
Advisors
4.8/5.0
Average Rating

Phenix City Financial Landscape

Phenix City has a population of 37,498 and serves as a growing economic hub in the region. The city benefits from its proximity to Columbus, GA, enhancing its economic potential.

Major industries
Manufacturing, Healthcare, Retail
Population
37.5K (metro: 37498)
Median household income
$45,000
Unique needs
Phenix City requires tailored financial services to support its growing population and diverse economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Phenix City has seen a steady economic growth rate of 3.2%, driven by local manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Phenix City is $45,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in the area are increasingly focusing on retirement planning and investment strategies for local businesses.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Phenix City is approximately 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Phenix City is experiencing a 5% annual appreciation, raising concerns about potential housing bubbles.
Business Environment
According to Fortune (2024), Phenix City is fostering a supportive business climate with incentives for small businesses and startups.

Top 5 Financial Advisors in Phenix City

Kinsmith Finance
★ ★ ★ ★ ★ 5
Townsend Wealth Management
★ ★ ★ ★ ★ 5
Capital Wealth Management Group
★ ★ ★ ★ ★ 5
Kinsmith Finance
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Eddie Song
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Phenix City, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Phenix City-Specific Expertise
For Phenix City residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Phenix City's reliance on manufacturing poses economic risks; housing market growth may lead to bubbles. Prepare for flooding and tornado risks while diversifying industries.

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