Best Financial Advisors in Plantation

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
4.8/5.0
Average Rating

Plantation Financial Landscape

With a population of 90,268, Plantation boasts a robust economy supported by retail, healthcare, and professional services. The city is strategically located in the Fort Lauderdale metropolitan area, enhancing its economic potential.

Major industries
Retail, Healthcare, Professional Services
Population
90K (metro: 1.9M)
Median household income
$75,000
Unique needs
Plantation requires tailored financial strategies due to its diverse economy and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Plantation's economy has shown resilience with a steady growth rate of 3.5% annually.
Wealth Demographics
According to Census (2023), the median income in Plantation is approximately $75,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Plantation are increasingly focusing on retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Plantation is slightly above the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the real estate market in Plantation is competitive, with home values rising by 8% year-over-year.
Business Environment
According to Fortune (2024), Plantation's business environment is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Plantation

Tobias Financial Advisors
★ ★ ★ ★ ★ 5
Northstar Financial Planners
★ ★ ★ ★ ★ 5
Integrity Wealth Planning, Inc. - Financial Advisor
★ ★ ★ ★ ★ 5
The Saffer Financial Group, Inc.
★ ★ ★ ★ ★ 5
Pinnacle Financial Advisors of America LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Plantation, 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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Plantation-Specific Expertise
For Plantation residents working in Retail, Healthcare, Professional 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
Plantation's retail and healthcare sectors face economic shifts; housing prices may indicate bubble risks. Prepare for hurricane impacts and diversify investments.

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