Best Financial Advisors in Evansville

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
120+
Advisors
4.8/5.0
Average Rating

Evansville Financial Landscape

With a population of 120,310, Evansville serves as a regional hub for healthcare, education, and manufacturing. The city is experiencing steady economic growth driven by its strategic location and workforce.

Major industries
Healthcare, Education, Manufacturing
Population
120K (metro: 120K)
Median household income
$50,000
Unique needs
Evansville requires tailored financial strategies to address healthcare and manufacturing sector dynamics.
Market Insights
Economic Growth
According to BEA (2023), Evansville's economy has shown resilience with a 2.5% growth rate, driven by healthcare and manufacturing sectors.
Wealth Demographics
According to Census (2023), the median income in Evansville is approximately $50,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Evansville are increasingly focusing on healthcare and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Evansville's cost of living is 10% lower than the national average, making it an affordable place to live.
Real Estate Market
According to Zillow (2024), Evansville's real estate market is stable, with home values appreciating modestly, reducing bubble risks.
Business Environment
According to Fortune (2024), Evansville's business climate is favorable, with incentives for startups and established companies alike.

Top 5 Financial Advisors in Evansville

Vineyard Financial
★ ★ ★ ★ ★ 5
Riordan Financial Advisors
★ ★ ★ ★ ★ 5
Riverside Capital Management Group
★ ★ ★ ★ ★ 5
Baird Private Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Janet A Schultheis, CFP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Evansville, 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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Evansville-Specific Expertise
For Evansville residents working in Healthcare, Education, Manufacturing, 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
Evansville's reliance on healthcare and manufacturing poses economic risks. Housing market fluctuations and flooding concerns necessitate diversified investments.

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Find Financial Advisors in Nearby Cities

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