Best Financial Advisors in Burleson

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
40+
Advisors
4.6/5.0
Average Rating

Burleson Financial Landscape

With a population of 40,714, Burleson is part of the dynamic Fort Worth-Arlington metro area. The city benefits from proximity to major economic hubs while fostering local businesses.

Major industries
Retail, Healthcare, Manufacturing
Population
1.3M (metro: 7.8M)
Median household income
$78,000
Unique needs
Burleson requires tailored financial advice due to its growing population and diverse economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Burleson has seen a steady economic growth rate of 3.5%, driven by local retail and healthcare expansion.
Wealth Demographics
According to Census (2023), the median household income in Burleson is approximately $78,000, reflecting a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Burleson increasingly specialize in retirement planning and investment strategies for young families.
Local Considerations
Cost of Living
According to BLS (2024), Burleson's cost of living is 10% lower than the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), home prices in Burleson have increased by 8% over the past year, indicating a competitive real estate market.
Business Environment
According to Fortune (2024), Burleson offers a supportive business climate with low taxes and incentives for small businesses.

Top 5 Financial Advisors in Burleson

Sharpe Wealth Management LLC
★ ★ ★ ★ ★ 5
Woodard Wealth Management
★ ★ ★ ★ ★ 5
Financial Serenity - Ian Powell
★ ★ ★ ★ ★ 5
Go Biz Financial
★ ★ ★ ★ ★ 5
Axis Financial
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Burleson, 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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Burleson-Specific Expertise
For Burleson 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
Burleson's retail and healthcare sectors face competition risks. Real estate prices are rising, indicating potential bubble concerns. Monitor for tornadoes and flooding.

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