Best Financial Advisors in Lafayette

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
70+
Advisors
4.8/5.0
Average Rating

Lafayette Financial Landscape

Lafayette's economy is bolstered by education, manufacturing, and healthcare sectors. The city serves as a regional hub with a growing population and job market.

Major industries
Education, Manufacturing, Healthcare
Population
70.4K (metro: 703.7K)
Median household income
$53,000
Unique needs
Lafayette requires tailored financial advice due to its educational focus and emerging industries.
Market Insights
Economic Growth
According to BEA (2023), Lafayette's GDP growth is driven by educational services and healthcare, showing resilience post-pandemic.
Wealth Demographics
According to Census (2023), the median income in Lafayette is $53,000, reflecting a stable economic environment for families.
Advisor Specializations
Based on BLS (2023), financial advisors in Lafayette increasingly specialize in education funding and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Lafayette's cost of living remains below the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Lafayette's real estate market is competitive, with home prices rising steadily, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Lafayette's business climate is improving, with incentives for startups and established firms alike.

Top 5 Financial Advisors in Lafayette

Edward Jones - Financial Advisor: Jennifer C Russell, CFP®|AAMS®
★ ★ ★ ★ ★ 5
BlueSafe Financial LLC
★ ★ ★ ★ ★ 5
Credent Wealth Management - Lafayette Fee-Only Financial Planner
★ ★ ★ ★ ★ 5
Cardwell, King and Downey Wealth Management of RJ - Raymond James
★ ★ ★ ★ ★ 5
Turquoise Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lafayette, 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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Lafayette-Specific Expertise
For Lafayette residents working in Education, Manufacturing, 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
Lafayette's reliance on education and manufacturing poses economic risks. Real estate may face volatility due to market fluctuations; consider diversifying investments.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Indiana locations

Indianapolis Fort Wayne Evansville South Bend Carmel Fishers Bloomington Hammond