Best Financial Advisors in Flagstaff

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
4.5/5.0
Average Rating

Flagstaff Financial Landscape

Flagstaff's economy is driven by tourism, education, and healthcare. The city benefits from its proximity to national parks and a strong university presence.

Major industries
Tourism, Education, Healthcare
Population
68.7K (metro: 68667)
Median household income
$56,000
Unique needs
Flagstaff requires a focus on sustainable tourism and affordable housing to accommodate its growing population.
Market Insights
Economic Growth
According to BEA (2023), Flagstaff's economy grew by 3.5% last year, driven by tourism and education sectors.
Wealth Demographics
According to Census (2023), the median income in Flagstaff is $56,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Flagstaff increasingly focus on sustainable investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Flagstaff is approximately 10% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), Flagstaff's housing market is competitive, with median home prices rising 8% year-over-year.
Business Environment
According to Fortune (2024), Flagstaff's business climate is favorable, with incentives for startups and a supportive local government.

Top 5 Financial Advisors in Flagstaff

Benefit & Financial Strategies, LLC
★ ★ ★ ★ ★ 5
TCI Wealth Advisors
★ ★ ★ ★ ★ 5
WT Wealth Management
★ ★ ★ ★ ★ 5
Babb Financial Group
★ ★ ★ ★ ★ 5
Dwyer Financial
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Flagstaff, 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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Flagstaff-Specific Expertise
For Flagstaff residents working in Tourism, Education, Healthcare, 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
Flagstaff's tourism reliance poses risks during downturns; housing market volatility exists. Prepare for wildfires and snow impacts; diversify local economy.

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