Best Financial Advisors in Grand Junction

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

Grand Junction Financial Landscape

The economy of Grand Junction is primarily driven by agriculture, tourism, and healthcare. It serves as a regional hub for commerce and services in Western Colorado.

Major industries
Agriculture, Tourism, Healthcare
Population
59.8K (metro: 597.8K)
Median household income
$60,000
Unique needs
Focus on sustainable tourism and agricultural innovation to boost local economy.
Market Insights
Economic Growth
According to BEA (2023), Grand Junction's economy has shown steady growth, driven by tourism and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Grand Junction is approximately $60,000, reflecting a diverse income landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in the region are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Grand Junction is lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Grand Junction is experiencing moderate growth, with some concerns about affordability.
Business Environment
According to Fortune (2024), Grand Junction's business climate is favorable, with support for small businesses and startups.

Top 5 Financial Advisors in Grand Junction

Legacy Wealth Management, LLC
★ ★ ★ ★ ★ 5
RoseCap Financial Advisors
★ ★ ★ ★ ★ 5
Scott Steiner - Western Colorado Wealth Management Consultants
★ ★ ★ ★ ★ 5
Northwestern Mutual - Grand Junction
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Travis D Mullenix, ChFC®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Grand Junction, 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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Grand Junction-Specific Expertise
For Grand Junction residents working in Agriculture, Tourism, 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
Grand Junction's reliance on agriculture and tourism poses economic risks; housing market volatility and potential flooding require diversification and strategic planning.

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