Best Financial Advisors in Springfield

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
4.6/5.0
Average Rating

Springfield Financial Landscape

Springfield's economy is diverse, with a mix of manufacturing, healthcare, and retail sectors. The city benefits from its proximity to Eugene, enhancing economic opportunities.

Major industries
Manufacturing, Healthcare, Retail
Population
60.2K (metro: 601.8K)
Median household income
$55,000
Unique needs
Springfield requires sustainable development strategies to manage growth and support local businesses.
Market Insights
Economic Growth
According to BEA (2023), Springfield's economy has seen a steady growth rate of 3% annually, driven by healthcare and manufacturing sectors.
Wealth Demographics
According to Census (2023), the median income in Springfield is $55,000, reflecting a moderate economic status among residents.
Advisor Specializations
Based on BLS (2023), financial advisors in Springfield are increasingly focusing on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), Springfield's cost of living is 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 Springfield has seen a 5% increase in home prices over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Springfield's business climate is favorable, with incentives for small businesses and a growing entrepreneurial ecosystem.

Top 5 Financial Advisors in Springfield

Guiding Financial, LLC Financial Planning, Counseling and Coaching for Women
★ ★ ★ ★ ★ 5
Anthony Kennedy - COUNTRY Financial Representative
★ ★ ★ ★ ★ 5
Roehl & Yi Investment Advisors
★ ★ ★ ★ ★ 5
Legacy Financial Services, Inc.
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Diane McClusky, CFP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Springfield, 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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Springfield-Specific Expertise
For Springfield 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
Springfield's economy relies on healthcare and retail; diversify to mitigate risks. Housing market may face bubble risks due to demand. Flooding is a concern; consider climate-resilient investments.

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Find Financial Advisors in Nearby Cities

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Portland Salem Eugene Gresham Hillsboro Beaverton Bend Medford