Best Financial Advisors in Spartanburg

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
4.9/5.0
Average Rating

Spartanburg Financial Landscape

With a population of 37,647, Spartanburg is a hub for manufacturing and logistics. The city is experiencing steady economic growth driven by diverse industries.

Major industries
Manufacturing, Logistics, Healthcare
Population
37.6K (metro: 376.5K)
Median household income
$52,000
Unique needs
Spartanburg requires investment in infrastructure and workforce development to support its growing industries.
Market Insights
Economic Growth
According to BEA (2023), Spartanburg's economy has grown by 3.5% annually, driven by manufacturing and logistics sectors.
Wealth Demographics
According to Census (2023), the median income in Spartanburg is $52,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Spartanburg are increasingly specializing in retirement and estate planning.
Local Considerations
Cost of Living
According to BLS (2024), Spartanburg's cost of living is 10% lower than the national average, making it an attractive place to live.
Real Estate Market
According to Zillow (2024), Spartanburg's housing market is competitive, with prices rising 5% year-over-year, indicating potential bubble risks.
Business Environment
According to Fortune (2024), Spartanburg's business climate is favorable, with incentives for new businesses and a supportive local government.

Top 5 Financial Advisors in Spartanburg

Clients Excel Financial Planning
★ ★ ★ ★ ★ 5
ProVest Wealth Advisors
★ ★ ★ ★ ★ 5
Johnsen Advisory Group - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Atkins Financial Group
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Shawn K Creal Jr, CEPA®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Spartanburg, 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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Spartanburg-Specific Expertise
For Spartanburg residents working in Manufacturing, Logistics, Healthcare, 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
Spartanburg's manufacturing focus poses economic risks; diversify investments. Real estate may face volatility due to market fluctuations. Monitor flooding and tornado risks.

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Find Financial Advisors in Nearby Cities

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