Best Financial Advisors in Jupiter

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

Jupiter Financial Landscape

With a population of 58,298, Jupiter boasts a diverse economy driven by tourism, healthcare, and retail. The town's strategic location enhances its appeal for businesses and residents alike.

Major industries
Tourism, Healthcare, Retail
Population
58.3K (metro: 1.5M)
Median household income
$75,000
Unique needs
Jupiter requires tailored financial strategies focusing on real estate and disaster preparedness.
Market Insights
Economic Growth
According to BEA (2023), Jupiter's economy is expanding, driven by tourism and healthcare sectors, with a growth rate of 3.5% annually.
Wealth Demographics
According to Census (2023), the median income in Jupiter is $75,000, reflecting a relatively affluent community with a high standard of living.
Advisor Specializations
Based on BLS (2023), financial advisors in Jupiter are increasingly specializing in real estate and retirement planning to meet local needs.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Jupiter is approximately 15% higher than the national average, driven by housing and services.
Real Estate Market
According to Zillow (2024), Jupiter's real estate market is competitive, with median home prices around $500,000, reflecting strong demand.
Business Environment
According to Fortune (2024), Jupiter's business climate is favorable, with supportive local policies encouraging small business growth and innovation.

Top 5 Financial Advisors in Jupiter

Lee Wealth Management
★ ★ ★ ★ ★ 5
Asset Advisory Services, Inc.
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Blue Ocean Financial Services, Inc.
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brian Baughman
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Jupiter, 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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Jupiter-Specific Expertise
For Jupiter residents working in Tourism, Healthcare, Retail, 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
Jupiter's tourism reliance poses economic risks; real estate prices are volatile. Hurricane threats necessitate robust insurance and diversification in local investments.

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