Best Financial Advisors in Apple 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
70+
Advisors
4.5/5.0
Average Rating

Apple Valley Financial Landscape

Apple Valley's economy is diverse, with a focus on retail, healthcare, and education. The area is experiencing steady population growth and development.

Major industries
Retail, Healthcare, Education
Population
70.9K (metro: N/A)
Median household income
$54,000
Unique needs
Apple Valley requires tailored financial strategies due to its unique economic landscape and growing population.
Market Insights
Economic Growth
According to BEA (2023), Apple Valley's economy has shown resilience with a growth rate of 3.2% over the past year, driven by retail expansion.
Wealth Demographics
According to Census (2023), the median household income in Apple Valley is $54,000, reflecting a mix of working-class and middle-income families.
Advisor Specializations
Based on BLS (2023), financial advisors in Apple Valley are increasingly focusing on retirement planning and investment diversification strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Apple Valley is approximately 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Apple Valley is seeing a 5% annual increase in home prices, raising concerns about affordability.
Business Environment
According to Fortune (2024), Apple Valley's business climate is improving, with new incentives for small businesses and startups to thrive.

Top 5 Financial Advisors in Apple Valley

Edward Jones - Financial Advisor: John J Doran, AAMS®
★ ★ ★ ★ ★ 5
Archangel Financial Services
★ ★ ★ ★ ★ 5
Apple Valley Medicare & Financial Services
★ ★ ★ ★ ★ 5
Daniel Lamb Financial and Insurance Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jessica Fields, CFP®|ChFC®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Apple 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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Apple Valley-Specific Expertise
For Apple Valley residents working in Retail, Healthcare, Education, 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
Apple Valley's economy relies on retail and healthcare, posing risks if these sectors falter. Real estate prices may rise unsustainably; diversify investments. Prepare for desert weather extremes.

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