Best Financial Advisors in Avondale

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
70+
Advisors
4.8/5.0
Average Rating

Avondale Financial Landscape

Avondale's economy is bolstered by its proximity to Phoenix, with significant growth in retail and healthcare sectors. The city is a hub for logistics and manufacturing, contributing to its economic resilience.

Major industries
Retail, Healthcare, Logistics
Population
78.8K (metro: 1.7M)
Median household income
$65,000
Unique needs
Avondale requires tailored financial strategies to address rapid growth and housing market dynamics.
Market Insights
Economic Growth
According to BEA (2023), Avondale's GDP growth has outpaced national averages, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Avondale is $65,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Avondale are increasingly focusing on retirement and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Avondale's cost of living is 10% lower than the national average, making it an attractive location for families.
Real Estate Market
According to Zillow (2024), Avondale's housing market is competitive, with prices rising 8% year-over-year, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Avondale's business climate is favorable, with incentives for startups and established businesses alike.

Top 5 Financial Advisors in Avondale

Asset Preservation Wealth & Tax, Financial Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Bruce A Wall Jr, CFP®|CEPA®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Alden Meulenberg, CFP®
★ ★ ★ ★ ★ 5
Affirm Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Scott M Wallace
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Avondale, 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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Avondale-Specific Expertise
For Avondale residents working in Retail, Healthcare, Logistics, 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
Avondale's growth in retail and logistics poses industry concentration risks. Housing market appreciation raises bubble concerns. Prepare for flooding and heat risks, and diversify investments.

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