Best Financial Advisors in Muskegon

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

Muskegon Financial Landscape

Muskegon has a population of 37,213 and serves as a regional hub for manufacturing, healthcare, and tourism. The economy is bolstered by its proximity to Lake Michigan, attracting visitors and businesses alike.

Major industries
Manufacturing, Healthcare, Tourism
Population
37K (metro: 37213)
Median household income
$50,000
Unique needs
Muskegon requires strategic investment in tourism and manufacturing diversification to sustain growth.
Market Insights
Economic Growth
According to BEA (2023), Muskegon's economy has shown resilience with a 3% growth rate, driven by manufacturing and tourism.
Wealth Demographics
According to Census (2023), the median income in Muskegon is approximately $50,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Muskegon are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Muskegon's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Muskegon's real estate market is experiencing a steady increase in home values, with a 5% annual appreciation.
Business Environment
According to Fortune (2024), Muskegon is fostering a supportive business climate with incentives for startups and established firms.

Top 5 Financial Advisors in Muskegon

Edward Jones - Financial Advisor: Jay D Wallace Jr, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Mark Wielinga - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Raymond James & Associates
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Adam G Carlson
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jim Weidner
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Muskegon, 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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Muskegon-Specific Expertise
For Muskegon residents working in Manufacturing, Healthcare, Tourism, 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
Muskegon's manufacturing focus poses risks from economic downturns. Housing market volatility and potential flooding from Lake Michigan necessitate diversification and proactive planning.

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