Best Financial Advisors in State College

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
4.7/5.0
Average Rating

State College Financial Landscape

The economy of State College is heavily influenced by education and healthcare sectors, with significant contributions from retail and hospitality. The presence of Penn State University drives innovation and cultural activities.

Major industries
Education, Healthcare, Retail
Population
41.8K (metro: 41.8K)
Median household income
$54,000
Unique needs
State College requires tailored financial advice for students and university staff, focusing on education funding and local investment opportunities.
Market Insights
Economic Growth
According to BEA (2023), State College's economy grew by 2.5% last year, driven by education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in State College is $54,000, reflecting a mix of student and professional incomes.
Advisor Specializations
Based on BLS (2023), financial advisors in State College are increasingly focusing on student loans and retirement planning for university staff.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in State College is 10% lower than the national average, making it affordable for students and families.
Real Estate Market
According to Zillow (2024), home prices in State College have risen 5% year-over-year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), State College's business climate is favorable for startups, particularly in tech and service sectors.

Top 5 Financial Advisors in State College

Happy Valley Financial Services
★ ★ ★ ★ ★ 5
J. Gordon Financial Services
★ ★ ★ ★ ★ 5
Mariner
★ ★ ★ ★ ★ 5
Abundance Wealth Counselors, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jeff Burris
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in State College, 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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State College-Specific Expertise
For State College 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
State College's reliance on education poses risks; consider diversifying investments. Housing market trends show potential bubble risks. Weather-related flooding is a concern.

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