Best Financial Advisors in Gastonia

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
4.6/5.0
Average Rating

Gastonia Financial Landscape

Gastonia's economy is diverse, with a focus on manufacturing, healthcare, and retail. The city benefits from its proximity to Charlotte's larger economic landscape.

Major industries
Manufacturing, Healthcare, Retail
Population
73.2K (metro: 1.0M)
Median household income
$54,000
Unique needs
Gastonia requires strategies for economic diversification and housing market stability amidst growth.
Market Insights
Economic Growth
According to BEA (2023), Gastonia's economy has shown steady growth, primarily driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Gastonia is $54,000, reflecting a middle-income demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Gastonia are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), Gastonia's cost of living is lower than the national average, making it attractive for families and retirees.
Real Estate Market
According to Zillow (2024), the real estate market in Gastonia is competitive, with rising home prices and limited inventory.
Business Environment
According to Fortune (2024), Gastonia's business environment is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Gastonia

WealthPoint Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: JP Coton, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Rhino Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Joshua Peters, CFP®
★ ★ ★ ★ ★ 5
Calamita Wealth Management - Financial Advisors & Financial Planners - Charlotte, NC
★ ★ ★ ★ ★ 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 Gastonia, 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
Gastonia-Specific Expertise
For Gastonia residents working in Manufacturing, Healthcare, Retail, 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
Gastonia's manufacturing focus poses economic risks; housing market may face volatility. Prepare for flooding and storms; diversify investments.

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