Best Financial Advisors in Fort Pierce

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
40+
Advisors
4.7/5.0
Average Rating

Fort Pierce Financial Landscape

As of 2023, Fort Pierce has a population of 43,074, contributing to a growing regional economy. The city benefits from tourism, agriculture, and marine industries.

Major industries
Tourism, Agriculture, Marine Services
Population
43K (metro: 1.5M)
Median household income
$50,000
Unique needs
Fort Pierce requires investment in disaster resilience and economic diversification to mitigate risks.
Market Insights
Economic Growth
According to BEA (2023), Fort Pierce's economy is expanding with a focus on tourism and marine services, contributing to job growth.
Wealth Demographics
According to Census (2023), the median income in Fort Pierce is approximately $50,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Fort Pierce are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Fort Pierce is lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Fort Pierce's real estate market shows signs of appreciation, but potential bubble risks exist due to natural disasters.
Business Environment
According to Fortune (2024), Fort Pierce's business climate is improving, with incentives for small businesses and startups in emerging sectors.

Top 5 Financial Advisors in Fort Pierce

Level Four Wealth Management
★ ★ ★ ★ ★ 5
Robert Bryan - Prudential Financial
★ ★ ★ ★ ★ 5
Treasure Coast Financial Planning
★ ★ ★ ★ ★ 5
Thomas Siplin - Prudential Financial
★ ★ ★ ★ ★ 5
Ernest Joseph: Primerica - Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Fort Pierce, 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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Fort Pierce-Specific Expertise
For Fort Pierce residents working in Tourism, Agriculture, Marine Services, 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
Fort Pierce's reliance on tourism and agriculture poses risks; diversify investments. Real estate is volatile due to hurricanes and flooding; consider geographic spread.

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