Best Financial Advisors in Norman

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
110+
Advisors
4.8/5.0
Average Rating

Norman Financial Landscape

With a population of 118,197, Norman's economy is bolstered by education, healthcare, and retail sectors. The city serves as a hub for innovation and community development.

Major industries
Education, Healthcare, Retail
Population
1.3M (metro: 7.8M)
Median household income
$50,000
Unique needs
Norman requires tailored financial strategies to address educational funding and healthcare access.
Market Insights
Economic Growth
According to BEA (2023), Norman's GDP has shown steady growth, driven by educational investments and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Norman is $50,000, reflecting a diverse economic base with significant educational employment.
Advisor Specializations
Based on BLS (2023), financial advisors in Norman are increasingly focusing on education funding and retirement planning for educators.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Norman is approximately 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Norman has seen a 5% increase in home prices over the past year, raising concerns about affordability.
Business Environment
According to Fortune (2024), Norman's business climate is favorable, with support for startups and local businesses, particularly in tech and education sectors.

Top 5 Financial Advisors in Norman

Heartland Wealth Management
★ ★ ★ ★ ★ 5
D M Wealth Management Inc
★ ★ ★ ★ ★ 5
Sigmon Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Laurie E Meese
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jason Robinson, CFP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Norman, 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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Norman-Specific Expertise
For Norman 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
Norman's economy relies on education, posing risks if enrollment declines. Real estate prices may be inflated; monitor for bubbles. Tornado risks necessitate disaster preparedness.

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Find Financial Advisors in Nearby Cities

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