Best Financial Advisors in Kettering

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

Kettering Financial Landscape

Kettering's economy is diverse, with strengths in healthcare, education, and manufacturing. The city is part of the Dayton metropolitan area, fostering regional collaboration.

Major industries
Healthcare, Education, Manufacturing
Population
55.9K (metro: 800K)
Median household income
$62,000
Unique needs
Kettering requires tailored financial advice for its aging population and growing healthcare sector.
Market Insights
Economic Growth
According to BEA (2023), Kettering's economy has shown steady growth, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median income in Kettering is $62,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Kettering are increasingly focusing on retirement planning and healthcare-related investments.
Local Considerations
Cost of Living
According to BLS (2024), Kettering's cost of living is slightly below the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Kettering's real estate market is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Kettering's business climate is favorable, with supportive local policies for small businesses and startups.

Top 5 Financial Advisors in Kettering

Secure Future Advisors
★ ★ ★ ★ ★ 5
The Bayer Financial Group, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Ron Solada, AAMS®
★ ★ ★ ★ ★ 5
Anderson Financial Strategies, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Karn Singh
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Kettering, 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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Kettering-Specific Expertise
For Kettering residents working in Healthcare, Education, Manufacturing, 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
Kettering's healthcare focus necessitates diversification to mitigate economic downturns. Real estate prices are rising, posing bubble risks. Tornadoes and flooding are local weather concerns.

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