Best Financial Advisors in Burlington

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
50+
Advisors
4.6/5.0
Average Rating

Burlington Financial Landscape

With a population of 51,510, Burlington's economy is diverse, featuring manufacturing, retail, and healthcare. The city is strategically located in the Piedmont region, enhancing its economic potential.

Major industries
Manufacturing, Retail, Healthcare
Population
51.5K (metro: 1.5M)
Median household income
$54,000
Unique needs
Burlington requires tailored financial advice due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Burlington's economy has shown steady growth, driven by a resurgence in manufacturing and local businesses.
Wealth Demographics
According to Census (2023), the median income in Burlington is $54,000, reflecting a diverse economic base and workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Burlington are increasingly focusing on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), Burlington's cost of living is below the national average, making it an attractive place for families and retirees.
Real Estate Market
According to Zillow (2024), Burlington's real estate market is experiencing moderate growth, with home prices rising steadily but not excessively.
Business Environment
According to Fortune (2024), Burlington's business climate is favorable, with supportive local policies and a growing entrepreneurial ecosystem.

Top 5 Financial Advisors in Burlington

Fisher Wealth Management
★ ★ ★ ★ ★ 5
Anchor Wealth Management LLC
★ ★ ★ ★ ★ 5
Betty Andrews Investment Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Sherry Stanley-Martin
★ ★ ★ ★ ★ 5
Milestone Wealth Management
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Burlington, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Burlington-Specific Expertise
For Burlington residents working in Manufacturing, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Burlington's manufacturing focus poses risks; diversify into tech and healthcare. Real estate may face bubble risks; monitor housing trends. Prepare for flooding and tornadoes.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby North Carolina locations

Charlotte Raleigh Greensboro Durham Winston-Salem Fayetteville Cary Wilmington