Best Financial Advisors in Everett

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
40+
Advisors
4.9/5.0
Average Rating

Everett Financial Landscape

Everett's economy is driven by manufacturing, healthcare, and retail sectors. The city benefits from its proximity to Boston, enhancing its economic opportunities.

Major industries
Manufacturing, Healthcare, Retail
Population
42.9K (metro: 4.8M)
Median household income
$70,000
Unique needs
Everett requires a focus on affordable housing and economic diversification to support its growing population.
Market Insights
Economic Growth
According to BEA (2023), Everett's economy has shown resilience with a growth rate of 3.2%, driven by local manufacturing and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Everett is $70,000, reflecting a diverse economic base and a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Everett are increasingly focusing on retirement planning and investment strategies tailored to local demographics.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Everett is slightly above the national average, driven by housing and transportation expenses.
Real Estate Market
According to Zillow (2024), Everett's real estate market is competitive, with home prices rising 5% year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Everett's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Everett

Bailey Wealth Services / LPL Financial
★ ★ ★ ★ ★ 5
Beyond Your Hammock
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Boston Partners Wealth Management, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jessica Pavish, AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Everett, 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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Everett-Specific Expertise
For Everett residents working in Manufacturing, Healthcare, Retail, 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
Everett's manufacturing sector faces economic volatility; housing demand is high, risking affordability issues. Prepare for flooding and diversify into tech and services.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Massachusetts locations

Boston Worcester Springfield Lowell Cambridge New Bedford Brockton Quincy