Best Financial Advisors in Port Orange

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
50+
Advisors
4.8/5.0
Average Rating

Port Orange Financial Landscape

The economy of Port Orange is primarily driven by tourism, healthcare, and retail sectors. Its strategic location near Daytona Beach enhances its economic potential.

Major industries
Tourism, Healthcare, Retail
Population
57,203
Median household income
$58,000
Unique needs
Port Orange requires a focus on sustainable tourism and healthcare services to support its growing population.
Market Insights
Economic Growth
According to BEA (2023), Port Orange's economy has seen a steady growth rate of 3.5% annually, driven by tourism and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Port Orange is $58,000, reflecting a diverse economic base and stable employment opportunities.
Advisor Specializations
Based on BLS (2023), financial advisors in Port Orange are increasingly focusing on retirement planning and investment strategies for local businesses.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Port Orange is approximately 5% lower than the national average, making it an attractive location for families.
Real Estate Market
According to Zillow (2024), the real estate market in Port Orange has experienced a 10% increase in home values over the past year due to high demand.
Business Environment
According to Fortune (2024), Port Orange's business climate is favorable, with supportive local policies encouraging small business growth and innovation.

Top 5 Financial Advisors in Port Orange

Handlin Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jim Reardon, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Scott A Adams
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Natalie W Tran
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Peter J Arnold, WMCP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Port Orange, 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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Port Orange-Specific Expertise
For Port Orange 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
Port Orange's tourism reliance poses economic risks; housing market volatility may arise from demand surges. Prepare for hurricane impacts and diversify investments.

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