Best Financial Advisors in Coeur d'Alene

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

Coeur d'Alene Financial Landscape

The economy of Coeur d'Alene is primarily driven by tourism, healthcare, and retail sectors. The city is experiencing steady growth, attracting new residents and businesses.

Major industries
Tourism, Healthcare, Retail
Population
46.4K (metro: 46.4K)
Median household income
$60,000
Unique needs
Coeur d'Alene requires strategies for tourism sustainability and healthcare access improvements.
Market Insights
Economic Growth
According to BEA (2023), Coeur d'Alene's economy has grown by 3.5% annually, driven by tourism and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Coeur d'Alene is approximately $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Coeur d'Alene are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Coeur d'Alene'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), the real estate market in Coeur d'Alene has seen a 12% increase in home prices over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Coeur d'Alene's business climate is favorable, with incentives for startups and a supportive local government.

Top 5 Financial Advisors in Coeur d'Alene

Pinkerton Wealth Management
★ ★ ★ ★ ★ 5
Robinson Financial Services
★ ★ ★ ★ ★ 5
White Pine Wealth
★ ★ ★ ★ ★ 5
Financial Strategies
★ ★ ★ ★ ★ 5
the financial wealth & wellness center
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Coeur d'Alene, 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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Coeur d'Alene-Specific Expertise
For Coeur d'Alene 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
Coeur d'Alene's tourism reliance poses economic risks; housing market volatility could lead to bubbles. Prepare for natural disasters like wildfires and floods.

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Find Financial Advisors in Nearby Cities

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