Best Financial Advisors in St. Joseph

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
4.7/5.0
Average Rating

St. Joseph Financial Landscape

St. Joseph's economy is diverse, with strengths in manufacturing, healthcare, and retail. The city is strategically located along major highways, enhancing its logistical advantages.

Major industries
Manufacturing, Healthcare, Retail
Population
77K (metro: 77147)
Median household income
$52,000
Unique needs
St. Joseph requires economic diversification and infrastructure improvements to support growth.
Market Insights
Economic Growth
According to BEA (2023), St. Joseph's GDP growth rate has shown resilience, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in St. Joseph is approximately $52,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in St. Joseph are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), St. Joseph's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in St. Joseph is stable, with moderate price growth and a balanced inventory.
Business Environment
According to Fortune (2024), St. Joseph's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in St. Joseph

Gertsema Wealth Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: James W Jones
★ ★ ★ ★ ★ 5
Heritage Investments
★ ★ ★ ★ ★ 5
Logan Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Colton G Saunders, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in St. Joseph, 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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St. Joseph-Specific Expertise
For St. Joseph residents working in Manufacturing, Healthcare, Retail, 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
St. Joseph's manufacturing focus poses economic risks; housing market stability is crucial amid tornado threats. Diversify investments to mitigate local downturns.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Missouri locations

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