Best Financial Advisors in Baytown

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
70+
Advisors
5/5.0
Average Rating

Baytown Financial Landscape

Baytown's economy is primarily driven by the petrochemical industry, with significant contributions from manufacturing and retail. The city's proximity to Houston enhances its economic potential.

Major industries
Petrochemicals, Manufacturing, Retail
Population
75.4K (metro: 2.3M)
Median household income
$64,000
Unique needs
Baytown requires tailored financial strategies due to its industrial focus and vulnerability to natural disasters.
Market Insights
Economic Growth
According to BEA (2023), Baytown's economy has shown steady growth, primarily driven by the petrochemical sector, contributing significantly to local employment.
Wealth Demographics
According to Census (2023), the median income in Baytown is approximately $64,000, reflecting a diverse economic base and workforce.
Advisor Specializations
Based on BLS (2023), financial advisors in Baytown increasingly specialize in industrial sector investments and disaster recovery planning.
Local Considerations
Cost of Living
According to BLS (2024), Baytown's cost of living is competitive, with housing costs being a significant factor in local economic conditions.
Real Estate Market
According to Zillow (2024), Baytown's real estate market is experiencing fluctuations, with rising prices raising concerns about affordability and potential bubbles.
Business Environment
According to Fortune (2024), Baytown's business climate is favorable for industrial growth but requires attention to environmental regulations and disaster preparedness.

Top 5 Financial Advisors in Baytown

Edward Jones - Financial Advisor: Aric E Boullion, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Holly R McCreight, CFP®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Blake M Cather, CFP®|ChFC®|CEPA®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Eric R Holland, CKA®
★ ★ ★ ★ ★ 5
Wilson Wealth Advisors - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Baytown, 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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Baytown-Specific Expertise
For Baytown residents working in Petrochemicals, Manufacturing, 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
Baytown's reliance on petrochemicals poses economic risks; housing market volatility and hurricane threats necessitate diversified investments and risk management.

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