Best Financial Advisors in Caldwell

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

Caldwell Financial Landscape

Caldwell's economy is diversifying with growth in agriculture, retail, and healthcare sectors. The city benefits from proximity to Boise, enhancing its economic potential.

Major industries
Agriculture, Retail, Healthcare
Population
48.9K (metro: 489.6K)
Median household income
$60,000
Unique needs
Caldwell requires investment in infrastructure and education to support its growing population and economy.
Market Insights
Economic Growth
According to BEA (2023), Caldwell's economy is expanding, driven by population growth and increased local business activity.
Wealth Demographics
According to Census (2023), Caldwell's median income is approximately $60,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Caldwell are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), Caldwell's cost of living is lower than the national average, making it an attractive place for new residents.
Real Estate Market
According to Zillow (2024), Caldwell's real estate market is experiencing rapid growth, with home prices rising due to increased demand.
Business Environment
According to Fortune (2024), Caldwell's business climate is favorable, with incentives for startups and small businesses to thrive.

Top 5 Financial Advisors in Caldwell

Edward Jones - Financial Advisor: Daniel P Jones
★ ★ ★ ★ ★ 5
Treasure Valley Financial Planning
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jon T Clark
★ ★ ★ ★ ★ 5
Elison Financial Group, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Bryant T Albi, ABFP®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Caldwell, 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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Caldwell-Specific Expertise
For Caldwell residents working in Agriculture, Retail, Healthcare, 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
Caldwell's reliance on agriculture poses risks from climate change. Housing market growth may indicate bubble risks; diversify investments to mitigate economic downturns.

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