Best Financial Advisors in Bedford

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

Bedford Financial Landscape

With a population of 48,592, Bedford thrives economically within the DFW area, benefiting from diverse industries and a strategic location. The city is well-connected, attracting businesses and residents alike.

Major industries
Healthcare, Retail, Manufacturing
Population
1.3M (metro: 7.8M)
Median household income
$70,000
Unique needs
Bedford's diverse population requires tailored financial services and community-focused investment strategies.
Market Insights
Economic Growth
According to BEA (2023), Bedford's economy is expanding, driven by healthcare and retail sectors, with a steady growth rate of 3.5% annually.
Wealth Demographics
According to Census (2023), the median income in Bedford is approximately $70,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Bedford are increasingly focusing on retirement planning and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Bedford's cost of living is 5% lower than the national average, making it an attractive option for families.
Real Estate Market
According to Zillow (2024), the real estate market in Bedford shows a 10% increase in home values over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Bedford's business climate is favorable, with low taxes and a supportive local government encouraging entrepreneurship.

Top 5 Financial Advisors in Bedford

Carson Wealth
★ ★ ★ ★ ★ 5
MomentUs Wealth Management - Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Paul D Alwine, ChFC®|RICP®|CLU®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Fred Buchanan
★ ★ ★ ★ ★ 5
Mark Grill - Thrivent
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Bedford, 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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Bedford-Specific Expertise
For Bedford residents working in Healthcare, Retail, 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
Bedford's economy relies on healthcare and retail; diversify to mitigate downturn risks. Housing market pressures may indicate a bubble. Prepare for severe weather events like tornadoes.

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