Best Financial Advisors in Dublin

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
4.6/5.0
Average Rating

Dublin Financial Landscape

Dublin's economy is driven by technology, retail, and healthcare, benefiting from its proximity to Silicon Valley. The city has seen significant growth in population and job opportunities, attracting new residents.

Major industries
Technology, Retail, Healthcare
Population
52.1K (metro: 1.0M)
Median household income
$120,000
Unique needs
Dublin requires tailored financial services to support its diverse population and growing tech sector.
Market Insights
Economic Growth
According to BEA (2023), Dublin's economy has expanded by 4% year-over-year, driven by tech and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Dublin is $120,000, reflecting a high standard of living and economic opportunity.
Advisor Specializations
Based on BLS (2023), financial advisors in Dublin are increasingly specializing in tech investments and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Dublin's cost of living is 30% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), home prices in Dublin have risen by 12% in the last year, indicating strong demand and potential market volatility.
Business Environment
According to Fortune (2024), Dublin's business climate is favorable, with low taxes and incentives for startups in technology and retail.

Top 5 Financial Advisors in Dublin

JLM Wealth Strategies Inc
★ ★ ★ ★ ★ 5
California Financial Advisors
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jeffrey R Bohn, CEPA®
★ ★ ★ ★ ★ 5
Pleasanton Wealth Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Dublin, 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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Dublin-Specific Expertise
For Dublin residents working in Technology, Retail, Healthcare, 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
Dublin's tech focus necessitates diversification to mitigate economic risks. Real estate prices are rising, indicating potential bubble risks. Prepare for natural disasters like earthquakes.

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