Best Financial Advisors in Davie

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
90+
Advisors
4.9/5.0
Average Rating

Davie Financial Landscape

Davie boasts a diverse economy with strengths in education, retail, and healthcare. The city benefits from its proximity to Fort Lauderdale and Miami.

Major industries
Education, Retail, Healthcare
Population
96.8K (metro: 6.1M)
Median household income
$62,000
Unique needs
Davie requires a focus on sustainable growth and infrastructure development to support its expanding population.
Market Insights
Economic Growth
According to BEA (2023), Davie's economy is growing steadily, with a focus on service industries and education.
Wealth Demographics
According to Census (2023), the median income in Davie is approximately $62,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Davie are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Davie's cost of living is slightly above the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the real estate market in Davie is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Davie offers a favorable business climate with incentives for small businesses and startups.

Top 5 Financial Advisors in Davie

Tobias Financial Advisors
★ ★ ★ ★ ★ 5
Northstar Financial Planners
★ ★ ★ ★ ★ 5
MANNA WEALTH MANAGEMENT - Florida Financial Advisors
★ ★ ★ ★ ★ 5
Integrity Wealth Planning, Inc. - Financial Advisor
★ ★ ★ ★ ★ 5
Everest Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Davie, 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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Davie-Specific Expertise
For Davie residents working in Education, Retail, 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
Davie's economy relies on education and retail, posing risks of over-reliance. Real estate prices are rising quickly, raising bubble concerns. Prepare for hurricane impacts and diversify investments.

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Find Financial Advisors in Nearby Cities

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Jacksonville Miami Tampa Orlando St. Petersburg Hialeah Tallahassee Fort Lauderdale