Best Financial Advisors in Broken Arrow

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
100+
Advisors
4.9/5.0
Average Rating

Broken Arrow Financial Landscape

The city has a diverse economy with a strong presence in manufacturing, retail, and healthcare. Its proximity to Tulsa enhances its economic opportunities.

Major industries
Manufacturing, Retail, Healthcare
Population
103.5K (metro: 1.1M)
Median household income
$65,000
Unique needs
Focus on economic diversification and sustainable growth to mitigate risks associated with industry concentration.
Market Insights
Economic Growth
According to BEA (2023), Broken Arrow's economy has shown a steady growth rate of 3.2%, driven by local manufacturing and retail sectors.
Wealth Demographics
According to Census (2023), the median household income in Broken Arrow is $65,000, reflecting a stable and growing economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Broken Arrow are increasingly focusing on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Broken Arrow is approximately 10% lower than the national average, making it an affordable place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Broken Arrow is experiencing a 5% annual appreciation, raising concerns about potential housing bubbles.
Business Environment
According to Fortune (2024), Broken Arrow's business climate is favorable, with low taxes and incentives attracting new businesses and investments.

Top 5 Financial Advisors in Broken Arrow

First State Investment Advisors | Tulsa Financial Advisors
★ ★ ★ ★ ★ 5
Hall Wealth Management
★ ★ ★ ★ ★ 5
Chad McAuliff Royal Stone Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brett A James, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Phoenix Financial Group, LLC
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Broken Arrow, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Broken Arrow-Specific Expertise
For Broken Arrow residents working in Manufacturing, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Broken Arrow's manufacturing focus necessitates diversification to reduce economic vulnerability. Real estate may face bubble risks; monitor housing trends. Prepare for tornadoes and flooding.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Oklahoma locations

Oklahoma City Tulsa Norman Broken Arrow Lawton Edmond Moore Midwest City