Best Financial Advisors in Prescott Valley

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
4.8/5.0
Average Rating

Prescott Valley Financial Landscape

The local economy is diverse, with a mix of retail, healthcare, and tourism driving growth. Prescott Valley's population is steadily increasing, reflecting its appeal as a residential area.

Major industries
Retail, Healthcare, Tourism
Population
39.8K (metro: N/A)
Median household income
$61,000
Unique needs
Prescott Valley requires tailored financial services to support its growing population and diverse economic base.
Market Insights
Economic Growth
According to BEA (2023), Prescott Valley's economy has seen a growth rate of 4.5%, driven by an influx of new businesses and residents.
Wealth Demographics
According to Census (2023), the median income in Prescott Valley is $61,000, reflecting a stable economic environment for families.
Advisor Specializations
Based on BLS (2023), financial advisors in Prescott Valley are increasingly focusing on retirement planning and investment strategies tailored to local demographics.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Prescott Valley is approximately 5% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Prescott Valley's real estate market is experiencing a steady increase in home prices, with a median home value of $350,000.
Business Environment
According to Fortune (2024), Prescott Valley's business climate is favorable, with low taxes and supportive local government initiatives encouraging entrepreneurship.

Top 5 Financial Advisors in Prescott Valley

Edward Jones - Financial Advisor: Danny Pruhs, CRPC™
★ ★ ★ ★ ★ 5
Montoya Wealth Management
★ ★ ★ ★ ★ 5
Loskill Financial Group
★ ★ ★ ★ ★ 5
Hosler Wealth Management LLC
★ ★ ★ ★ ★ 5
Yavapai Financial Planning Llc
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Prescott Valley, 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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Prescott Valley-Specific Expertise
For Prescott Valley residents working in Retail, Healthcare, Tourism, 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
Prescott Valley's retail and tourism reliance poses economic risks; housing market volatility and potential flooding require diversification and prudent investment strategies.

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