Best Financial Advisors in Lakeland

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
100+
Advisors
4.7/5.0
Average Rating

Lakeland Financial Landscape

The economy of Lakeland is diverse, with strong contributions from logistics, healthcare, and retail sectors. The city benefits from its strategic location between major Florida cities.

Major industries
Logistics, Healthcare, Retail
Population
100.7K (metro: 1.3M)
Median household income
$54,000
Unique needs
Lakeland's growth requires attention to infrastructure, housing affordability, and sustainable development.
Market Insights
Economic Growth
According to BEA (2023), Lakeland's economy has shown steady growth, driven by logistics and healthcare expansion.
Wealth Demographics
According to Census (2023), the median income in Lakeland is $54,000, reflecting a moderate economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in Lakeland increasingly focus on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Lakeland's cost of living is lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), the Lakeland real estate market is experiencing rising prices, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Lakeland's business climate is favorable, with incentives for new startups and established businesses.

Top 5 Financial Advisors in Lakeland

CORE Wealth Advisors
★ ★ ★ ★ ★ 5
Cultivate Wealth Management
★ ★ ★ ★ ★ 5
Guardian Wealth Management
★ ★ ★ ★ ★ 5
Florida Fiduciary Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Greg West
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lakeland, 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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Lakeland-Specific Expertise
For Lakeland residents working in Logistics, 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
Lakeland's logistics focus poses risks from economic downturns. Real estate prices may bubble; monitor for overvaluation. Prepare for hurricane impacts and diversify industries.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Florida locations

Jacksonville Miami Tampa Orlando St. Petersburg Hialeah Tallahassee Fort Lauderdale