Best Financial Advisors in Oakland Park

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
4.7/5.0
Average Rating

Oakland Park Financial Landscape

With a population of 43,286, Oakland Park is part of the dynamic South Florida economy. The city benefits from its proximity to Fort Lauderdale and a mix of industries.

Major industries
Healthcare, Retail, Hospitality
Population
43.3K (metro: 6.1M)
Median household income
$55,000
Unique needs
Oakland Park requires tailored financial planning to address its diverse population and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Oakland Park's economy is expanding, driven by healthcare and retail sectors, with a focus on sustainable growth.
Wealth Demographics
According to Census (2023), the median income in Oakland Park is $55,000, reflecting a diverse economic base and varied income levels.
Advisor Specializations
Based on BLS (2023), financial advisors in Oakland Park are increasingly specializing in retirement planning and investment strategies for diverse populations.
Local Considerations
Cost of Living
According to BLS (2024), Oakland Park's cost of living is moderate, with housing costs being a significant factor for residents.
Real Estate Market
According to Zillow (2024), Oakland Park's real estate market is competitive, with rising home prices and a demand for affordable housing options.
Business Environment
According to Fortune (2024), Oakland Park offers a favorable business climate, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Oakland Park

Chris Price Financial Planner
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: James Senior, CFP®|ChFC®
★ ★ ★ ★ ★ 5
Creative Financial Network, Inc.
★ ★ ★ ★ ★ 5
STMS Financial Services LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Vinay Bharadwa
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Oakland Park, 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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Oakland Park-Specific Expertise
For Oakland Park residents working in Healthcare, Retail, Hospitality, 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
Oakland Park's economy relies on healthcare and retail, posing risks from market fluctuations. Real estate prices may face bubble risks; prepare for hurricanes and flooding.

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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