Best Financial Advisors in Brookhaven

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

Brookhaven Financial Landscape

Brookhaven's economy is diverse, with a blend of retail, healthcare, and professional services. The city benefits from its location near Atlanta, enhancing its economic prospects.

Major industries
Healthcare, Retail, Professional Services
Population
50.6K (metro: 6.1M)
Median household income
$75,000
Unique needs
Brookhaven requires tailored financial advice due to its unique suburban dynamics and proximity to urban Atlanta.
Market Insights
Economic Growth
According to BEA (2023), Brookhaven has shown steady economic growth, driven by local businesses and proximity to Atlanta's job market.
Wealth Demographics
According to Census (2023), the median income in Brookhaven is approximately $75,000, indicating a relatively affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Brookhaven are increasingly focusing on retirement planning and wealth management for affluent clients.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Brookhaven is slightly above the national average, driven by housing and services.
Real Estate Market
According to Zillow (2024), Brookhaven's real estate market is competitive, with home prices appreciating rapidly, raising concerns about affordability.
Business Environment
According to Fortune (2024), Brookhaven's business climate is favorable, with supportive local policies encouraging small business growth.

Top 5 Financial Advisors in Brookhaven

Ironclad Wealth Management
★ ★ ★ ★ ★ 5
Creative Financial Partners
★ ★ ★ ★ ★ 5
Paces Ferry Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Linda Kuryloski, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Buckhead Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Brookhaven, 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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Brookhaven-Specific Expertise
For Brookhaven residents working in Healthcare, Retail, 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
Brookhaven's reliance on retail and healthcare poses economic risks; housing market appreciation raises bubble concerns. Prepare for flooding and diversify investments.

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Find Financial Advisors in Nearby Cities

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