Best Financial Advisors in Jeffersonville

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

Jeffersonville Financial Landscape

With a population of 45,929, Jeffersonville's economy is bolstered by its proximity to Louisville, KY. The city features a mix of retail, healthcare, and manufacturing industries.

Major industries
Healthcare, Retail, Manufacturing
Population
45929
Median household income
$56,000
Unique needs
Jeffersonville needs to diversify its economy to reduce reliance on retail and manufacturing while addressing housing affordability.
Market Insights
Economic Growth
According to BEA (2023), Jeffersonville's economy is growing steadily, driven by its strategic location and local investments.
Wealth Demographics
According to Census (2023), the median income in Jeffersonville is $56,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Jeffersonville are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), Jeffersonville's cost of living is lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Jeffersonville's real estate market is competitive, with rising home prices and a demand for affordable housing.
Business Environment
According to Fortune (2024), Jeffersonville's business climate is favorable, with incentives for new businesses and a supportive local government.

Top 5 Financial Advisors in Jeffersonville

Brookstone Financial | Financial Advisor | Jeffersonville IN
★ ★ ★ ★ ★ 5
Riverbend Financial Group LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Antonio M Palazzo, CFP®|ChFC®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kevin M Boehnlein, AAMS®
★ ★ ★ ★ ★ 5
Financial Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Jeffersonville, 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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Jeffersonville-Specific Expertise
For Jeffersonville residents working in Healthcare, Retail, 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
Jeffersonville's retail focus poses economic risks; housing market may face affordability issues. Flooding is a concern—diversify investments to mitigate risks.

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Find Financial Advisors in Nearby Cities

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