Best Financial Advisors in Concord

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
4.7/5.0
Average Rating

Concord Financial Landscape

Concord's economy is bolstered by manufacturing, retail, and healthcare sectors. The city is part of the Charlotte metropolitan area, enhancing its economic prospects.

Major industries
Manufacturing, Retail, Healthcare
Population
83.5K (metro: 2.6M)
Median household income
$60,000
Unique needs
Concord requires strategic planning for housing and infrastructure to support its growing population.
Market Insights
Economic Growth
According to BEA (2023), Concord's economy grew by 4.2% last year, driven by increased consumer spending and manufacturing output.
Wealth Demographics
According to Census (2023), the median income in Concord is approximately $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Concord increasingly specialize in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), Concord's cost of living is 5% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), home values in Concord have increased by 12% over the past year, indicating a competitive market.
Business Environment
According to Fortune (2024), Concord's business climate is favorable, with low taxes and incentives for new businesses.

Top 5 Financial Advisors in Concord

Focus Wealth Planning
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Loretta L Gifford
★ ★ ★ ★ ★ 5
Wealth Management of the Carolinas, Inc
★ ★ ★ ★ ★ 5
Cadence Wealth Partners
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Max Miller
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Concord, 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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Concord-Specific Expertise
For Concord residents working in Manufacturing, Retail, Healthcare, 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
Concord's retail and manufacturing focus necessitates diversification to mitigate economic downturns. Housing prices are rising, posing bubble risks. Prepare for potential flooding and storms.

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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