Best Financial Advisors in Lakewood

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
140+
Advisors
4.9/5.0
Average Rating

Lakewood Financial Landscape

Lakewood's economy is diverse, with significant contributions from retail, healthcare, and education sectors. The city's strategic location near Denver enhances its economic prospects.

Major industries
Retail, Healthcare, Education
Population
147.2K (metro: 3.1M)
Median household income
$75,000
Unique needs
Lakewood requires tailored financial advice to navigate its unique economic landscape and housing market.
Market Insights
Economic Growth
According to BEA (2023), Lakewood's economy has shown steady growth, driven by a resurgence in local retail and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Lakewood is approximately $75,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Lakewood are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Lakewood's cost of living is slightly above the national average, driven by housing and healthcare expenses.
Real Estate Market
According to Zillow (2024), Lakewood's real estate market is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Lakewood offers a favorable business climate, attracting startups and established firms alike.

Top 5 Financial Advisors in Lakewood

Summit Wealth Group
★ ★ ★ ★ ★ 5
WealthClarity
★ ★ ★ ★ ★ 5
AlignPoint Wealth - Financial Advisor Lakewood
★ ★ ★ ★ ★ 5
Colorado Wealth Group
★ ★ ★ ★ ★ 5
Complete Spectrum Financial Services, LLC.
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lakewood, 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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Lakewood-Specific Expertise
For Lakewood 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
Lakewood's reliance on retail and healthcare poses risks; housing market volatility and potential flooding require diversified investments and risk management.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Colorado locations

Denver Colorado Springs Aurora Fort Collins Lakewood Thornton Arvada Westminster