Best Financial Advisors in Surprise

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
120+
Advisors
4.9/5.0
Average Rating

Surprise Financial Landscape

Surprise boasts a diverse economy with a focus on retail, healthcare, and manufacturing. The city continues to attract new residents and businesses, contributing to its growth.

Major industries
Retail, Healthcare, Manufacturing
Population
123.5K (metro: 1.7M)
Median household income
$66,000
Unique needs
Surprise requires tailored financial services to support its growing population and diverse economic base.
Market Insights
Economic Growth
According to BEA (2023), Surprise's economy has expanded by 4% annually, driven by population growth and new business developments.
Wealth Demographics
According to Census (2023), the median income in Surprise is $66,000, reflecting a growing middle class and increasing purchasing power.
Advisor Specializations
Based on BLS (2023), financial advisors in Surprise are increasingly focusing on retirement planning and investment strategies tailored to new residents.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Surprise is 5% lower than the national average, making it an attractive location for families.
Real Estate Market
According to Zillow (2024), home prices in Surprise have risen by 10% over the past year, indicating strong demand but potential bubble concerns.
Business Environment
According to Fortune (2024), Surprise's business climate is favorable, with incentives for new businesses and a supportive local government.

Top 5 Financial Advisors in Surprise

Prime Wealth Advisors
★ ★ ★ ★ ★ 5
Radiant Financial Group LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Lance Baxter, CFP®|CEPA®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brian D Laurie
★ ★ ★ ★ ★ 5
Wilde Wealth Management Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Surprise, 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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Surprise-Specific Expertise
For Surprise residents working in Retail, Healthcare, 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
Surprise's retail and healthcare sectors face competition risks. Rapid housing growth may lead to a market bubble. Monitor flooding risks and diversify investments.

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