Best Financial Advisors in Bowling Green

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
4.8/5.0
Average Rating

Bowling Green Financial Landscape

With a population of 61,488, Bowling Green serves as a regional economic hub. The city boasts a mix of manufacturing, healthcare, and education sectors.

Major industries
Manufacturing, Healthcare, Education
Population
61.5K (metro: 61.5K)
Median household income
$50,000
Unique needs
Bowling Green requires tailored financial services to support its diverse economic base and growing population.
Market Insights
Economic Growth
According to BEA (2023), Bowling Green's economy has seen a steady growth rate of 3% annually, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in Bowling Green is approximately $50,000, reflecting a diverse economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in Bowling Green increasingly specialize in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Bowling Green is 10% lower than the national average, making it an affordable place to live.
Real Estate Market
According to Zillow (2024), Bowling Green's real estate market is experiencing a 5% annual increase in home prices, indicating strong demand.
Business Environment
According to Fortune (2024), Bowling Green's business climate is favorable, with incentives for new businesses and a supportive local government.

Top 5 Financial Advisors in Bowling Green

Southern Kentucky Financial Services LLC
★ ★ ★ ★ ★ 5
Kevin D Briggs - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Tony Walker Financial
★ ★ ★ ★ ★ 5
Biggs Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jacob S Harper, CFP®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bowling Green, 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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Bowling Green-Specific Expertise
For Bowling Green residents working in Manufacturing, Healthcare, Education, 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
Bowling Green's manufacturing focus poses economic risks; diversify investments. Real estate may face volatility; monitor housing trends. Flooding risks exist.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Kentucky locations

Louisville/Jefferson County Lexington-Fayette Bowling Green Owensboro Covington