Best Financial Advisors in Wilmington

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
70+
Advisors
4.9/5.0
Average Rating

Wilmington Financial Landscape

Wilmington's economy is bolstered by finance, healthcare, and manufacturing sectors. The city serves as a regional hub for corporate headquarters and services.

Major industries
Finance, Healthcare, Manufacturing
Population
71.5K (metro: 715.2K)
Median household income
$62,000
Unique needs
Wilmington requires a focus on economic diversification and sustainable housing development.
Market Insights
Economic Growth
According to BEA (2023), Wilmington's economy has seen a steady growth rate of 2.5% annually, driven by finance and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Wilmington is $62,000, with a significant portion of households earning above this threshold.
Advisor Specializations
Based on BLS (2023), financial advisors in Wilmington are increasingly specializing in retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), Wilmington's cost of living is approximately 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Wilmington's real estate market has seen a 5% increase in home prices, raising concerns about affordability and potential bubbles.
Business Environment
According to Fortune (2024), Wilmington's business climate is favorable, with low corporate taxes attracting new businesses and startups.

Top 5 Financial Advisors in Wilmington

RiversEdge Advisors
★ ★ ★ ★ ★ 5
Delaware Wealth Planners
★ ★ ★ ★ ★ 5
Blue Rock Financial Group - Financial Planning
★ ★ ★ ★ ★ 5
Affinity Wealth Management LLC
★ ★ ★ ★ ★ 5
MidAtlantic Retirement Planning Specialists
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Wilmington, 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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Wilmington-Specific Expertise
For Wilmington residents working in Finance, Healthcare, Manufacturing, 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
Wilmington's finance sector concentration poses risks; housing market shows bubble signs. Prepare for flooding and economic shifts; diversify investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Delaware locations

Wilmington Dover