Best Financial Advisors in Port St. Lucie

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
170+
Advisors
4.8/5.0
Average Rating

Port St. Lucie Financial Landscape

With a population of 171,016, Port St. Lucie is experiencing steady economic growth, driven by healthcare, retail, and construction industries. The city is becoming a popular destination for retirees and families alike.

Major industries
Healthcare, Retail, Construction
Population
171K (metro: 1.5M)
Median household income
$61,000
Unique needs
Port St. Lucie requires tailored financial strategies for its growing retiree population and emerging industries.
Market Insights
Economic Growth
According to BEA (2023), Port St. Lucie's economy has grown by 4.5% year-over-year, driven by healthcare and construction sectors.
Wealth Demographics
According to Census (2023), the median household income in Port St. Lucie is $61,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Port St. Lucie are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Port St. Lucie is approximately 5% lower than the national average, making it an attractive location.
Real Estate Market
According to Zillow (2024), home prices in Port St. Lucie have risen by 10% in the past year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Port St. Lucie's business climate is improving, with incentives for new businesses and a focus on sustainable development.

Top 5 Financial Advisors in Port St. Lucie

Southern Magnolia Investment Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brandon Santillo, AAMS®
★ ★ ★ ★ ★ 5
Bridge Financial - Accounting & Financial Planning
★ ★ ★ ★ ★ 5
Mark Valinote - Thrivent
★ ★ ★ ★ ★ 5
Davies Wealth Management
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Port St. Lucie, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Port St. Lucie-Specific Expertise
For Port St. Lucie residents working in Healthcare, Retail, Construction, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Port St. Lucie's real estate market faces bubble risks amid rapid growth. Diversify investments to mitigate hurricane and flooding risks, and address healthcare sector reliance.

Skip the advisor fees

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