Best Financial Advisors in Findlay

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
4.8/5.0
Average Rating

Findlay Financial Landscape

Findlay's economy is supported by manufacturing, healthcare, and retail sectors. The city is strategically located, enhancing its logistical advantages.

Major industries
Manufacturing, Healthcare, Retail
Population
41.5K (metro: N/A)
Median household income
$54,000
Unique needs
Findlay requires tailored financial advice due to its unique economic landscape and community-focused needs.
Market Insights
Economic Growth
According to BEA (2023), Findlay's economy has shown steady growth, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Findlay is $54,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Findlay are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Findlay's cost of living is lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Findlay is experiencing moderate growth, with home prices rising steadily.
Business Environment
According to Fortune (2024), Findlay offers a favorable business climate, with incentives for small businesses and startups.

Top 5 Financial Advisors in Findlay

Copeland Financial
★ ★ ★ ★ ★ 5
Resolute Wealth Advisor
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Michael J Martin, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Dylan M Pritchett, CFP®
★ ★ ★ ★ ★ 5
Golden Reserve
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Findlay, 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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Findlay-Specific Expertise
For Findlay residents working in Manufacturing, Healthcare, Retail, 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
Findlay's manufacturing focus poses economic risks; diversify investments. Housing market shows signs of appreciation; monitor for bubbles. Tornado risks are present.

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