Best Financial Advisors in Antioch

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
100+
Advisors
4.7/5.0
Average Rating

Antioch Financial Landscape

Antioch's economy is driven by retail, healthcare, and manufacturing sectors, contributing to steady growth. The city benefits from its strategic location near major highways and the Delta region.

Major industries
Retail, Healthcare, Manufacturing
Population
107K (metro: 1.5M)
Median household income
$82,000
Unique needs
Antioch requires tailored financial advice to address its unique demographic and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Antioch's economy has shown resilience with a growth rate of 3.2%, driven by local retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Antioch is $82,000, reflecting a diverse economic base and varying income levels.
Advisor Specializations
Based on BLS (2023), financial advisors in Antioch are increasingly focusing on retirement planning and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Antioch's cost of living is approximately 15% lower than the Bay Area average, making it an attractive option for families.
Real Estate Market
According to Zillow (2024), Antioch's housing market has seen a 5% increase in home values, raising concerns about affordability and potential bubbles.
Business Environment
According to Fortune (2024), Antioch's business climate is improving, with incentives for startups and small businesses driving local entrepreneurship.

Top 5 Financial Advisors in Antioch

Babylon Wealth Management
★ ★ ★ ★ ★ 5
Eldred Robert J
★ ★ ★ ★ ★ 5
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
California Financial Advisors
★ ★ ★ ★ ★ 5
Castle Rock Wealth Management, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Antioch, 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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Antioch-Specific Expertise
For Antioch 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
Antioch's retail and healthcare focus necessitates diversification to mitigate economic downturns. Housing market volatility and flood risks should prompt cautious real estate investments.

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