Best Financial Advisors in Duncanville

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

Duncanville Financial Landscape

Duncanville has a population of 39,605 and is part of the thriving Dallas-Fort Worth metro area. The local economy is bolstered by proximity to major industries in Dallas, including technology and retail.

Major industries
Retail, Education, Healthcare
Population
1.3M (metro: 7.8M)
Median household income
$60,000
Unique needs
Duncanville requires tailored financial advice for families and small businesses, focusing on education and healthcare sectors.
Market Insights
Economic Growth
According to BEA (2023), Duncanville's economy is growing steadily, driven by retail and local services, contributing to overall regional growth.
Wealth Demographics
According to Census (2023), the median income in Duncanville is approximately $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Duncanville are increasingly focusing on family wealth management and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), Duncanville's cost of living is competitive, making it an attractive option for families and young professionals.
Real Estate Market
According to Zillow (2024), the real estate market in Duncanville shows steady appreciation, but potential bubble risks exist due to rapid price increases.
Business Environment
According to Fortune (2024), Duncanville's business climate is favorable, with support for small businesses and local entrepreneurship initiatives.

Top 5 Financial Advisors in Duncanville

The Pope Financial Group of Raymond James
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Vernon L Folks, CFP®|CPWA®
★ ★ ★ ★ ★ 5
Classe Consulting LLC
★ ★ ★ ★ ★ 5
Blair Financial Advisors
★ ★ ★ ★ ★ 5
Chessman Wealth Strategies
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Duncanville, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Duncanville-Specific Expertise
For Duncanville residents working in Retail, Education, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Duncanville's reliance on retail and education poses risks; housing market volatility and flooding are concerns. Diversify investments to mitigate economic downturns.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Texas locations

Houston San Antonio Dallas Austin Fort Worth El Paso Arlington Corpus Christi