Best Financial Advisors in Dubuque

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
4.9/5.0
Average Rating

Dubuque Financial Landscape

Dubuque's economy is anchored in manufacturing, healthcare, and education. The city is experiencing steady growth, driven by its strategic location and community investments.

Major industries
Manufacturing, Healthcare, Education
Population
58.3K (metro: 58253)
Median household income
$55,000
Unique needs
Dubuque requires a focus on diversifying its economy and addressing housing affordability.
Market Insights
Economic Growth
According to BEA (2023), Dubuque's GDP growth rate has been steady at 2.5%, reflecting resilience in key sectors.
Wealth Demographics
According to Census (2023), the median household income in Dubuque is $55,000, with a diverse income distribution.
Advisor Specializations
Based on BLS (2023), financial advisors in Dubuque are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Dubuque's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Dubuque's real estate market shows a 5% annual appreciation, indicating growing demand but potential affordability issues.
Business Environment
According to Fortune (2024), Dubuque's business climate is favorable, with incentives for startups and established companies alike.

Top 5 Financial Advisors in Dubuque

Bridgewater Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Barton Wealth Management
★ ★ ★ ★ ★ 5
StackStone Wealth - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Avantax Planning Partners
★ ★ ★ ★ ★ 5
Scott Leibfried - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Dubuque, 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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Dubuque-Specific Expertise
For Dubuque residents working in Manufacturing, Healthcare, Education, 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
Dubuque's manufacturing reliance poses economic risks; housing market stability is crucial amid potential bubbles. Flooding risks necessitate disaster preparedness and infrastructure investment.

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