Best Financial Advisors in Middletown

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

Middletown Financial Landscape

Middletown's economy is supported by manufacturing, healthcare, and retail sectors. The city benefits from its strategic location between Cincinnati and Dayton.

Major industries
Manufacturing, Healthcare, Retail
Population
48.6K (metro: 1.3M)
Median household income
$55,000
Unique needs
Middletown requires tailored financial advice due to its unique industrial base and evolving economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Middletown's GDP growth is steady, driven by manufacturing and healthcare advancements.
Wealth Demographics
According to Census (2023), the median income in Middletown is $55,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Middletown are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Middletown is lower than the national average, making it attractive for families.
Real Estate Market
According to Zillow (2024), the real estate market in Middletown shows stable prices with a slight upward trend in home values.
Business Environment
According to Fortune (2024), Middletown's business climate is favorable, with incentives for small businesses and manufacturers.

Top 5 Financial Advisors in Middletown

Weinstein Financial Group
★ ★ ★ ★ ★ 5
Summit Financial Advisors, Inc.
★ ★ ★ ★ ★ 5
Brian Meyer - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
McCarthy Wealth And Tax Advisors
★ ★ ★ ★ ★ 5
Harvest Financial Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Middletown, 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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Middletown-Specific Expertise
For Middletown 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
Middletown's manufacturing focus poses industry risk; real estate may face volatility. Prepare for flooding and diversify investments to mitigate economic downturns.

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Find Financial Advisors in Nearby Cities

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