Best Financial Advisors in Bismarck

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

Bismarck Financial Landscape

Bismarck's economy is primarily driven by government services, healthcare, and energy sectors. The city is experiencing steady growth, attracting new businesses and residents.

Major industries
Government, Healthcare, Energy
Population
67K (metro: 67K)
Median household income
$60,000
Unique needs
Bismarck requires a focus on sustainable energy and healthcare innovation to support its growing population.
Market Insights
Economic Growth
According to BEA (2023), Bismarck's economy has seen a 3% growth rate, driven by healthcare and energy investments.
Wealth Demographics
According to Census (2023), the median income in Bismarck is approximately $60,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Bismarck are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Bismarck's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Bismarck's real estate market is stable, with a median home price of $250,000, showing modest appreciation.
Business Environment
According to Fortune (2024), Bismarck's business climate is favorable, with low taxes and a supportive local government for startups.

Top 5 Financial Advisors in Bismarck

North Point Financial Planners
★ ★ ★ ★ ★ 5
Capital City Wealth Management
★ ★ ★ ★ ★ 5
Thrivent - Infinity Financial Advisors
★ ★ ★ ★ ★ 5
Sarah S Rooney - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Freedom Financial Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bismarck, 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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Bismarck-Specific Expertise
For Bismarck residents working in Government, Healthcare, Energy, 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
Bismarck's energy sector poses concentration risks; diversify investments. Real estate may face volatility due to economic shifts. Monitor flooding risks and pursue economic diversification.

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