Best Financial Advisors in Rochester Hills

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
4.6/5.0
Average Rating

Rochester Hills Financial Landscape

The city boasts a diverse economy with strong sectors in manufacturing, healthcare, and technology. Its strategic location near Detroit enhances business opportunities.

Major industries
Manufacturing, Healthcare, Technology
Population
72.9K (metro: 4.3M)
Median household income
$85,000
Unique needs
Rochester Hills requires tailored financial services to address its diverse economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Rochester Hills has seen a steady economic growth rate of 3.2%, driven by local manufacturing and tech sectors.
Wealth Demographics
According to Census (2023), the median household income in Rochester Hills is $85,000, reflecting a prosperous community.
Advisor Specializations
Based on BLS (2023), financial advisors in Rochester Hills are increasingly specializing in retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Rochester Hills is approximately 10% higher than the national average, driven by housing costs.
Real Estate Market
According to Zillow (2024), the Rochester Hills real estate market has experienced a 5% increase in home prices over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Rochester Hills is recognized for its supportive business climate, with various incentives for startups and established firms.

Top 5 Financial Advisors in Rochester Hills

Aquest Wealth Strategies
★ ★ ★ ★ ★ 5
Focus Partners Wealth
★ ★ ★ ★ ★ 5
McLellan Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Chad P Rinke
★ ★ ★ ★ ★ 5
Mark Kaiser - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Rochester Hills, 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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Rochester Hills-Specific Expertise
For Rochester Hills residents working in Manufacturing, Healthcare, Technology, 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
Rochester Hills' tech and manufacturing focus necessitates economic diversification. Real estate is at risk of overvaluation; monitor housing trends. Prepare for winter weather impacts.

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