Best Financial Advisors in O'Fallon

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
80+
Advisors
4.8/5.0
Average Rating

O'Fallon Financial Landscape

O'Fallon boasts a diverse economy with strengths in retail, healthcare, and manufacturing. The city is part of the St. Louis metropolitan area, contributing to its economic dynamism.

Major industries
Retail, Healthcare, Manufacturing
Population
82809
Median household income
$80,000
Unique needs
O'Fallon requires tailored financial planning to address family-oriented needs and local economic growth.
Market Insights
Economic Growth
According to BEA (2023), O'Fallon's economy has expanded by 4.5% annually, driven by retail and healthcare sectors.
Wealth Demographics
According to Census (2023), the median household income in O'Fallon is approximately $80,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in O'Fallon are increasingly focusing on family wealth management and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), O'Fallon's cost of living is about 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), O'Fallon's real estate market is competitive, with home prices rising by 6% year-over-year amid high demand.
Business Environment
According to Fortune (2024), O'Fallon offers a favorable business climate with incentives for small businesses and a growing workforce.

Top 5 Financial Advisors in O'Fallon

Dan Carver III - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
B & B Financial Planning Co., Inc.
★ ★ ★ ★ ★ 5
Clark Wealth Partners
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Corey Rudd, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Natalie A Bruer
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in O'Fallon, 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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O'Fallon-Specific Expertise
For O'Fallon residents working in Retail, Healthcare, Manufacturing, 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
O'Fallon's retail focus poses risks from e-commerce shifts. Real estate may face bubble risks due to rapid growth. Monitor flooding and tornado risks; diversify investments.

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Find Financial Advisors in Nearby Cities

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Kansas City St. Louis Springfield Independence Columbia Lee's Summit O'Fallon St. Joseph