Best Financial Advisors in Lima

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
50+
Advisors
4.8/5.0
Average Rating

Lima Financial Landscape

Lima's economy is diverse, with strengths in manufacturing, healthcare, and agriculture. The city is strategically located, enhancing its logistical advantages.

Major industries
Manufacturing, Healthcare, Agriculture
Population
38.4K (metro: 383.6K)
Median household income
$52,000
Unique needs
Lima requires focused investment in infrastructure and workforce development to sustain economic growth.
Market Insights
Economic Growth
According to BEA (2023), Lima's GDP growth has been steady, driven by manufacturing and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Lima is $52,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Lima are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Lima's cost of living is lower than the national average, making it attractive for families.
Real Estate Market
According to Zillow (2024), Lima's real estate market shows signs of appreciation, with rising demand for single-family homes.
Business Environment
According to Fortune (2024), Lima's business climate is improving, with incentives for small businesses and startups.

Top 5 Financial Advisors in Lima

Metzger Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: David M Lotz, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Stephanie A Moos
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Mat Gallaspie, CFP®|CRPC™
★ ★ ★ ★ ★ 5
Sielschott Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lima, 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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Lima-Specific Expertise
For Lima residents working in Manufacturing, Healthcare, Agriculture, 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
Lima's manufacturing base poses risks from economic downturns; real estate prices may rise due to limited supply. Flooding risks exist—diversify investments.

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