Best Financial Advisors in Westerville

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

Westerville Financial Landscape

Westerville's economy is diverse, with a focus on healthcare, education, and retail. The city benefits from its proximity to Columbus, enhancing its growth potential.

Major industries
Healthcare, Education, Retail
Population
37.5K (metro: 2.1M)
Median household income
$78,000
Unique needs
Westerville requires tailored financial services to support its growing population and diverse industries.
Market Insights
Economic Growth
According to BEA (2023), Westerville's economy has grown steadily, driven by healthcare and education sectors, with a GDP growth rate of 3.5%.
Wealth Demographics
According to Census (2023), the median household income in Westerville is approximately $78,000, reflecting a stable and affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in Westerville increasingly specialize in retirement planning and wealth management, catering to a growing retiree population.
Local Considerations
Cost of Living
According to BLS (2024), Westerville's cost of living is slightly above the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), Westerville's real estate market is competitive, with home prices increasing by 7% year-over-year, raising affordability concerns.
Business Environment
According to Fortune (2024), Westerville's business climate is favorable, with supportive local policies and a growing number of startups and small businesses.

Top 5 Financial Advisors in Westerville

Harding Financial Group
★ ★ ★ ★ ★ 5
Swisher Financial Concepts Inc
★ ★ ★ ★ ★ 5
RWM Wealth Advisors
★ ★ ★ ★ ★ 5
Jericho Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Patrick J McHale, CFP®|CIMA®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Westerville, 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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Westerville-Specific Expertise
For Westerville residents working in Healthcare, Education, 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
Westerville's healthcare and education sectors face competition risks. Real estate prices are rising, indicating potential bubble concerns. Prepare for flooding risks and diversify investments.

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Find Financial Advisors in Nearby Cities

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