Best Financial Advisors in Bartlett

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
50+
Advisors
4.7/5.0
Average Rating

Bartlett Financial Landscape

Bartlett's economy is diverse, with strong retail, healthcare, and manufacturing sectors. The city benefits from its proximity to Memphis, enhancing its economic opportunities.

Major industries
Retail, Healthcare, Manufacturing
Population
58.2K (metro: 1.3M)
Median household income
$75,000
Unique needs
Bartlett requires tailored financial advice to navigate its suburban growth and evolving economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Bartlett's economy has shown steady growth, driven by retail expansion and healthcare services.
Wealth Demographics
According to Census (2023), the median income in Bartlett is approximately $75,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Bartlett increasingly specialize in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), Bartlett's cost of living is competitive, with housing costs being the most significant expense for residents.
Real Estate Market
According to Zillow (2024), the real estate market in Bartlett is experiencing rising prices, with a 10% increase over the past year.
Business Environment
According to Fortune (2024), Bartlett's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Bartlett

Edward Jones - Financial Advisor: Randy Lillard
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Matthew J Syron, CFP®|CEPA®|AAMS®
★ ★ ★ ★ ★ 5
Brian Douglas - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Memphis Planning and Wealth
★ ★ ★ ★ ★ 5
Scott Giles - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bartlett, 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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Bartlett-Specific Expertise
For Bartlett residents working in Retail, Healthcare, Manufacturing, 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
Bartlett's retail and healthcare sectors face competition risks. Real estate prices may inflate, creating bubble concerns. Prepare for tornadoes and flooding risks; diversify economically.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Tennessee locations

Memphis Nashville-Davidson Knoxville Chattanooga Clarksville Murfreesboro Franklin Jackson