Best Financial Advisors in Wilmington

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
110+
Advisors
4.8/5.0
Average Rating

Wilmington Financial Landscape

Wilmington's economy is driven by tourism, healthcare, and education. The city is experiencing growth in technology and film industries.

Major industries
Tourism, Healthcare, Education, Technology, Film
Population
112K (metro: 112K)
Median household income
$54,000
Unique needs
Wilmington requires focus on sustainable tourism and tech diversification to enhance economic resilience.
Market Insights
Economic Growth
According to BEA (2023), Wilmington's economy grew by 3.5% last year, driven by tourism and healthcare sectors.
Wealth Demographics
According to Census (2023), Wilmington's median household income is $54,000, with a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Wilmington increasingly specialize in retirement and estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Wilmington's cost of living is 5% lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Wilmington's real estate market is competitive, with home prices increasing by 8% year-over-year.
Business Environment
According to Fortune (2024), Wilmington's business climate is favorable, with incentives for startups and established firms.

Top 5 Financial Advisors in Wilmington

Tilia Fiduciary Partners, Inc.
★ ★ ★ ★ ★ 5
Inspire Financial Planning
★ ★ ★ ★ ★ 5
Lumina Wealth Management
★ ★ ★ ★ ★ 5
Breit Group
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Reid A Harris, CFP®|RICP®|CRPC™
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Wilmington, 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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Wilmington-Specific Expertise
For Wilmington residents working in Tourism, Healthcare, Education, Technology, Film, 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
Wilmington's tourism reliance poses risks; diversify into tech and healthcare. Housing market faces hurricane threats and potential bubble risks.

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Find Financial Advisors in Nearby Cities

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Charlotte Raleigh Greensboro Durham Winston-Salem Fayetteville Cary Wilmington