Best Financial Advisors in Addison

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

Addison Financial Landscape

Addison boasts a population of 37,385 and serves as a hub for various industries, including manufacturing and retail. Its proximity to Chicago enhances its economic potential.

Major industries
Manufacturing, Retail, Healthcare
Population
37.4K (metro: 9.5M)
Median household income
$75,000
Unique needs
Addison's community requires tailored financial advice to navigate its diverse economic landscape and real estate market.
Market Insights
Economic Growth
According to BEA (2023), Addison's economy has shown steady growth, driven by local manufacturing and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Addison is approximately $75,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Addison increasingly specialize in real estate and small business consulting.
Local Considerations
Cost of Living
According to BLS (2024), Addison's cost of living is competitive, with housing costs being a significant factor.
Real Estate Market
According to Zillow (2024), Addison's real estate market is experiencing moderate appreciation, with potential bubble risks.
Business Environment
According to Fortune (2024), Addison's business climate is favorable, attracting small to medium enterprises due to its strategic location.

Top 5 Financial Advisors in Addison

Edward Jones - Financial Advisor: Micaela J Williams, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Aaron Bondi, CFP®
★ ★ ★ ★ ★ 5
Embolden Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Nick Parker, CFP®|AAMS™|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jared E Chandler, AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Addison, 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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Addison-Specific Expertise
For Addison residents working in Manufacturing, 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
Addison's reliance on manufacturing poses economic risks; housing market volatility and flooding are concerns. Diversify investments to mitigate these risks.

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