Best Financial Advisors in Edmond

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
80+
Advisors
4.8/5.0
Average Rating

Edmond Financial Landscape

With a population of 87,004, Edmond has a diverse economy supported by education, healthcare, and retail. The city is part of the Oklahoma City metropolitan area, benefiting from regional growth.

Major industries
Education, Healthcare, Retail
Population
87004 (metro: 1.4M)
Median household income
$75,000
Unique needs
Edmond requires tailored financial services to address its growing population and diverse economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Edmond's economy has shown steady growth, driven by local education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Edmond is $75,000, reflecting a relatively affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in Edmond increasingly specialize in retirement planning and education funding.
Local Considerations
Cost of Living
According to BLS (2024), Edmond's cost of living is competitive, making it an attractive option for families and retirees.
Real Estate Market
According to Zillow (2024), the real estate market in Edmond is robust, with rising home values and demand for new constructions.
Business Environment
According to Fortune (2024), Edmond's business climate is favorable, supported by local incentives for small businesses and startups.

Top 5 Financial Advisors in Edmond

Main Street Advisors
★ ★ ★ ★ ★ 5
ChappelWood Financial Services
★ ★ ★ ★ ★ 5
Slate River Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brett A Thompson, CFP®
★ ★ ★ ★ ★ 5
Chisholm Trail Wealth Planning
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Edmond, 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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Edmond-Specific Expertise
For Edmond residents working in Education, 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
Edmond's economy is vulnerable to education and healthcare sector fluctuations. Real estate prices may face bubble risks; diversify investments. Tornadoes pose natural disaster threats.

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Find Financial Advisors in Nearby Cities

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