Best Financial Advisors in Lynn

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
90+
Advisors
4.8/5.0
Average Rating

Lynn Financial Landscape

Lynn's economy is driven by manufacturing, healthcare, and education. The city is experiencing growth, attracting new businesses and residents.

Major industries
Manufacturing, Healthcare, Education
Population
91.6K (metro: 4.7M)
Median household income
$69,000
Unique needs
Lynn requires tailored financial services to address its diverse economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Lynn's economy is projected to grow by 3% annually, driven by local manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Lynn is approximately $69,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Lynn are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Lynn's cost of living is 5% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Lynn's real estate market is experiencing a 7% annual increase, indicating strong demand but potential bubble risks.
Business Environment
According to Fortune (2024), Lynn's business climate is improving, with incentives for startups and established businesses alike.

Top 5 Financial Advisors in Lynn

Bentley Wealth Management
★ ★ ★ ★ ★ 5
High Mark Wealth Strategies
★ ★ ★ ★ ★ 5
Sandra Gilpatrick, CFP®, Wealth Consultant
★ ★ ★ ★ ★ 5
Apex Wealth
★ ★ ★ ★ ★ 5
Nishan Mootafian, CRPC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lynn, 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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Lynn-Specific Expertise
For Lynn 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
Lynn's manufacturing focus poses economic risks; diversify investments. Real estate may face volatility due to market fluctuations and flooding risks.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Massachusetts locations

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