Best Financial Advisors in Redlands

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
4.7/5.0
Average Rating

Redlands Financial Landscape

Redlands boasts a diverse economy with a focus on agriculture, healthcare, and education. The city is strategically located near major transportation routes, enhancing its economic potential.

Major industries
Agriculture, Healthcare, Education
Population
69K (metro: 1.3M)
Median household income
$75,000
Unique needs
Redlands requires tailored financial strategies due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Redlands has experienced steady economic growth driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median income in Redlands is approximately $75,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Redlands are increasingly focusing on retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Redlands is slightly above the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the Redlands real estate market has seen a 10% increase in home prices over the last year, indicating strong demand.
Business Environment
According to Fortune (2024), Redlands offers a favorable business climate with incentives for startups and established businesses alike.

Top 5 Financial Advisors in Redlands

Massongill Wealth Management | Financial Advisor | Redlands | Yucaipa
★ ★ ★ ★ ★ 5
Citrus Wealth Management
★ ★ ★ ★ ★ 5
Marshall Life and Financial Solutions, Inc.
★ ★ ★ ★ ★ 5
KWB Wealth
★ ★ ★ ★ ★ 5
Strategic Financial Solutions
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Redlands, 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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Redlands-Specific Expertise
For Redlands residents working in Agriculture, 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
Redlands' economy is vulnerable to agriculture and real estate fluctuations. Monitor housing market trends for bubble risks, and prepare for potential flooding and wildfires.

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