Best Financial Advisors in Jefferson City

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
4.2/5.0
Average Rating

Jefferson City Financial Landscape

The city serves as a governmental hub, contributing to its stable economy. Key sectors include healthcare, education, and manufacturing.

Major industries
Government, Healthcare, Education
Population
43.3K (metro: 433.3K)
Median household income
$53,000
Unique needs
Focus on enhancing local infrastructure and diversifying the economy to attract new industries.
Market Insights
Economic Growth
According to BEA (2023), Jefferson City has seen a steady economic growth rate of 2.5%, driven by public sector employment and healthcare expansion.
Wealth Demographics
According to Census (2023), the median household income in Jefferson City is $53,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Jefferson City are increasingly focusing on retirement planning and local investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Jefferson City's cost of living is 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Jefferson City is stable, with average home prices around $200,000, showing modest appreciation.
Business Environment
According to Fortune (2024), Jefferson City offers a favorable business climate, with incentives for startups and small businesses in healthcare and tech.

Top 5 Financial Advisors in Jefferson City

Edward Jones - Financial Advisor: Corey J Luetkemeyer, AAMS™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: John D Koester, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Reinkemeyer and Renkemeyer Associates LLC
★ ★ ★ ★ ★ 5
Finteris Wealth Management
★ ★ ★ ★ ★ 5
Jeff Boessen, CFP, SVP, Financial Advisor, LPL
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Jefferson City, 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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Jefferson City-Specific Expertise
For Jefferson City residents working in Government, 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
Jefferson City's reliance on government jobs poses economic risks. Housing market stability is crucial; watch for flooding and tornado risks. Diversify into tech and healthcare.

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