Best Financial Advisors in Hattiesburg

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
4.7/5.0
Average Rating

Hattiesburg Financial Landscape

Hattiesburg's economy is diverse, with strong contributions from education, healthcare, and manufacturing. The city is also a regional hub for retail and services.

Major industries
Education, Healthcare, Manufacturing
Population
47.6K (metro: 475.6K)
Median household income
$45,000
Unique needs
Hattiesburg requires tailored financial strategies to address its unique economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Hattiesburg's GDP growth has been steady, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median household income in Hattiesburg is approximately $45,000, reflecting local economic conditions.
Advisor Specializations
Based on BLS (2023), financial advisors in Hattiesburg are increasingly focusing on retirement planning and education funding.
Local Considerations
Cost of Living
According to BLS (2024), Hattiesburg's cost of living is below the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), Hattiesburg's real estate market is experiencing moderate appreciation, with concerns about affordability.
Business Environment
According to Fortune (2024), Hattiesburg's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Hattiesburg

Simplified Wealth Management
★ ★ ★ ★ ★ 5
Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Hunter J Ford, CFP®
★ ★ ★ ★ ★ 5
Client 1st Advisory Group
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Scott W Stover, AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Hattiesburg, 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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Hattiesburg-Specific Expertise
For Hattiesburg residents working in Education, 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
Hattiesburg's economy is vulnerable to education and healthcare sector fluctuations. Real estate may face bubble risks; consider diversification and prepare for flooding and tornado threats.

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Find Financial Advisors in Nearby Cities

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