Best Financial Advisors in Atlantic City

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
40+
Advisors
4.6/5.0
Average Rating

Atlantic City Financial Landscape

The economy of Atlantic City is primarily driven by tourism and gaming, with recent efforts to diversify into retail and hospitality. The city is experiencing a gradual recovery post-pandemic, focusing on sustainable growth.

Major industries
Tourism, Gaming, Hospitality
Population
39.6K (metro: 395.5K)
Median household income
$47,000
Unique needs
Atlantic City requires a focus on sustainable tourism and diversification beyond gaming to ensure long-term economic stability.
Market Insights
Economic Growth
According to BEA (2023), Atlantic City's economy is rebounding with a projected growth rate of 3.5% driven by tourism recovery.
Wealth Demographics
According to Census (2023), the median income in Atlantic City is $47,000, reflecting economic challenges and opportunities for growth.
Advisor Specializations
Based on BLS (2023), financial advisors in Atlantic City are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Atlantic City is approximately 10% lower than the national average, making it affordable for residents.
Real Estate Market
According to Zillow (2024), Atlantic City's real estate market shows signs of recovery, with home values increasing by 5% year-over-year.
Business Environment
According to Fortune (2024), Atlantic City is fostering a more business-friendly environment, attracting new investments in hospitality and retail.

Top 5 Financial Advisors in Atlantic City

Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
SHORE WEALTH MANAGEMENT LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jim Caulfield, AAMS®
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Ocean City Financial Group
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Atlantic City, 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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Atlantic City-Specific Expertise
For Atlantic City residents working in Tourism, Gaming, Hospitality, 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
Atlantic City's heavy reliance on tourism and gaming poses risks; diversify into tech and retail. Real estate is volatile; monitor for bubble risks. Prepare for hurricanes and flooding.

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