Best Financial Advisors in Apple Valley

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

Apple Valley Financial Landscape

Apple Valley's economy is diverse, with a mix of retail, healthcare, and education sectors driving growth. The city benefits from its proximity to the Twin Cities, enhancing its economic landscape.

Major industries
Retail, Healthcare, Education
Population
50,201
Median household income
$82,000
Unique needs
Apple Valley requires tailored financial advice for families, focusing on education savings and retirement planning.
Market Insights
Economic Growth
According to BEA (2023), Apple Valley's economy has shown steady growth, with a focus on retail and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Apple Valley is approximately $82,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Apple Valley increasingly specialize in family financial planning and retirement strategies.
Local Considerations
Cost of Living
According to BLS (2024), Apple Valley's cost of living is slightly above the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), the real estate market in Apple Valley is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Apple Valley's business climate is favorable, attracting small to mid-sized enterprises, particularly in retail and services.

Top 5 Financial Advisors in Apple Valley

Edward Jones - Financial Advisor: Jessica Fields, CFP®|ChFC®
★ ★ ★ ★ ★ 5
Wealth Enhancement Group
★ ★ ★ ★ ★ 5
Tom Manderfeld - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Ben Klaers - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Sterling Financial
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Apple Valley, 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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Apple Valley-Specific Expertise
For Apple Valley residents working in Retail, 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
Apple Valley's retail and healthcare sectors face economic shifts; housing market risks exist due to rising prices. Diversify investments and prepare for severe winter weather impacts.

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