Best Financial Advisors in Maricopa

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
4.9/5.0
Average Rating

Maricopa Financial Landscape

With a population of 45,508, Maricopa is part of the Phoenix metropolitan area, which boasts a diverse economy centered around healthcare, retail, and manufacturing.

Major industries
Healthcare, Retail, Manufacturing
Population
1.7M (metro: 5.1M)
Median household income
$62,000
Unique needs
Maricopa requires infrastructure improvements to support its growing population and economic development.
Market Insights
Economic Growth
According to BEA (2023), Maricopa's economy is expanding, driven by population growth and increased local business activity.
Wealth Demographics
According to Census (2023), the median income in Maricopa is approximately $62,000, reflecting a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Maricopa are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Maricopa's cost of living is relatively low compared to nearby Phoenix, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Maricopa's real estate market is competitive, with home prices rising due to increased demand.
Business Environment
According to Fortune (2024), Maricopa is fostering a supportive business climate with incentives for startups and established companies.

Top 5 Financial Advisors in Maricopa

J. Martin Wealth Management
★ ★ ★ ★ ★ 5
The Jeff Diaz Team - Barrett Financial Group, L.L.C.
★ ★ ★ ★ ★ 5
Asset Preservation Wealth & Tax, Financial Advisors
★ ★ ★ ★ ★ 5
Ironwood Wealth Management LLC
★ ★ ★ ★ 4.9
Larson Wealth Management Arizona - Investment Services Financial Planning
★ ★ ★ ★ 4.9
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Maricopa, 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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Maricopa-Specific Expertise
For Maricopa residents working in Healthcare, Retail, Manufacturing, 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
Maricopa's growth in retail and healthcare may lead to over-reliance on these sectors. Housing prices are rising, indicating potential bubble risks. Prepare for flooding and heat risks.

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