Best Financial Advisors in Castle Rock

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
4.8/5.0
Average Rating

Castle Rock Financial Landscape

Castle Rock's economy is diverse, with significant growth in retail, healthcare, and technology sectors. The town's strategic location between Denver and Colorado Springs fosters economic opportunities.

Major industries
Retail, Healthcare, Technology
Population
53K (metro: 530K)
Median household income
$100,000
Unique needs
Castle Rock requires tailored financial planning due to its rapid growth and unique demographic shifts.
Market Insights
Economic Growth
According to BEA (2023), Castle Rock has seen a 5% annual growth rate, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Castle Rock is $100,000, reflecting a growing affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Castle Rock increasingly specialize in real estate and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Castle Rock is 15% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), Castle Rock's real estate market is competitive, with home prices rising 10% year-over-year.
Business Environment
According to Fortune (2024), Castle Rock's business climate is favorable, with incentives for startups and established businesses.

Top 5 Financial Advisors in Castle Rock

McGregor Wealth Management
★ ★ ★ ★ ★ 5
Jackson Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Angel M Kelchen, ChFC®|AAMS®
★ ★ ★ ★ ★ 5
Northwestern Mutual - Castle Rock
★ ★ ★ ★ ★ 5
Castle Rock Investment Company
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Castle Rock, 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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Castle Rock-Specific Expertise
For Castle Rock residents working in Retail, Healthcare, Technology, 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
Castle Rock's tech and retail concentration poses risks; rapid housing growth may indicate a bubble. Prepare for potential flooding and diversify investments to mitigate economic downturns.

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