Best Financial Advisors in Greenwood

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

Greenwood Financial Landscape

Greenwood's economy is driven by retail, healthcare, and manufacturing sectors. The city benefits from its proximity to Indianapolis, enhancing its economic growth potential.

Major industries
Retail, Healthcare, Manufacturing
Population
53.7K (metro: 1.9M)
Median household income
$65,000
Unique needs
Greenwood requires tailored financial advice due to its suburban growth and diverse economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Greenwood's economy has shown steady growth, with a focus on retail and healthcare services driving local employment.
Wealth Demographics
According to Census (2023), the median income in Greenwood is $65,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Greenwood are increasingly specializing in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), Greenwood's cost of living remains below the national average, making it an attractive option for families.
Real Estate Market
According to Zillow (2024), Greenwood's real estate market is competitive, with home prices rising steadily due to demand.
Business Environment
According to Fortune (2024), Greenwood's business environment is favorable, supported by local incentives and a growing workforce.

Top 5 Financial Advisors in Greenwood

Creative Financial Group
★ ★ ★ ★ ★ 5
Financial Plans & Strategies
★ ★ ★ ★ ★ 5
Financial Independence Team
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Christopher P Rosser, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Scott B Frye, CEPA®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Greenwood, 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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Greenwood-Specific Expertise
For Greenwood residents working in Retail, Healthcare, 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
Greenwood's retail and healthcare sectors face competition from urban centers. Monitor housing market trends to avoid bubble risks. Prepare for potential flooding and diversify investments.

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