Best Financial Advisors in Clovis

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
30+
Advisors
4.6/5.0
Average Rating

Clovis Financial Landscape

Clovis has a diverse economy with a strong emphasis on agriculture, healthcare, and education. The city is experiencing steady growth, attracting new businesses and residents.

Major industries
Agriculture, Healthcare, Education
Population
39.5K (metro: 39508)
Median household income
$50,000
Unique needs
Clovis requires tailored economic strategies to support its agricultural base and attract diverse industries.
Market Insights
Economic Growth
According to BEA (2023), Clovis's economy has seen a 3% growth rate, driven by agriculture and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Clovis is approximately $50,000, reflecting the city's economic landscape.
Advisor Specializations
Based on BLS (2023), financial advisors in Clovis are increasingly focusing on agricultural investments and small business support.
Local Considerations
Cost of Living
According to BLS (2024), Clovis has a lower cost of living compared to national averages, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), Clovis's real estate market is stable, with home prices increasing modestly, avoiding significant bubbles.
Business Environment
According to Fortune (2024), Clovis offers a supportive business environment with incentives for startups and established firms alike.

Top 5 Financial Advisors in Clovis

Edward Jones - Financial Advisor: Alan L Kinlund
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jeremiah D Johnson, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Marissa K Lucas, CRPC™
★ ★ ★ ★ ★ 5
Southwest Financial of Clovis
★ ★ ★ ★ ★ 5
Western Management LLLP
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Clovis, 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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Clovis-Specific Expertise
For Clovis residents working in Agriculture, Healthcare, Education, 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
Clovis's reliance on agriculture poses risks from climate variability. Housing market growth may lead to affordability issues. Diversify into tech and services to mitigate economic risks.

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