Best Financial Advisors in Orange

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
130+
Advisors
4.8/5.0
Average Rating

Orange Financial Landscape

With a population of 139,969, Orange boasts a dynamic economy supported by retail, healthcare, and education sectors. The city's strategic location enhances its appeal for businesses and residents alike.

Major industries
Retail, Healthcare, Education
Population
139K (metro: 3.2M)
Median household income
$82,000
Unique needs
Orange requires tailored investment strategies to navigate its unique economic landscape and housing market.
Market Insights
Economic Growth
According to BEA (2023), Orange's economy has seen a steady growth rate of 3.5% over the past year, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Orange is $82,000, indicating a relatively affluent population with strong purchasing power.
Advisor Specializations
Based on BLS (2023), financial advisors in Orange are increasingly specializing in real estate and retirement planning due to local market dynamics.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Orange is 15% higher than the national average, primarily due to housing and transportation costs.
Real Estate Market
According to Zillow (2024), the median home price in Orange has surged to $750,000, reflecting high demand and limited inventory.
Business Environment
According to Fortune (2024), Orange's business climate is favorable, with a growing number of startups and a supportive local government.

Top 5 Financial Advisors in Orange

Crossroads Planning, LLC
★ ★ ★ ★ ★ 5
Scott Eichler - Savvy Advisors - Financial Planner Orange County
★ ★ ★ ★ ★ 5
Joshua E. Hernandez - CFEd Certified Financial Educator
★ ★ ★ ★ ★ 5
Life Design Financial & Insurance Services
★ ★ ★ ★ ★ 5
Warren Street Wealth Advisors, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Orange, 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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Orange-Specific Expertise
For Orange 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
Orange's retail focus poses risks if e-commerce grows. Housing prices are high, suggesting a bubble risk. Prepare for earthquakes and diversify investments.

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