Best Financial Advisors in Georgetown

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

Georgetown Financial Landscape

With a population of 54,898, Georgetown is part of the Austin metropolitan area, benefiting from its economic growth and cultural vibrancy. The city is experiencing a surge in development and investment opportunities.

Major industries
Healthcare, Retail, Education
Population
964K (metro: 2.4M)
Median household income
$75,000
Unique needs
Georgetown requires tailored financial strategies to address its unique growth dynamics and community needs.
Market Insights
Economic Growth
According to BEA (2023), Georgetown's economy is expanding, driven by healthcare and retail sectors, with a projected growth rate of 4% annually.
Wealth Demographics
According to Census (2023), the median income in Georgetown is approximately $75,000, reflecting a growing affluent population.
Advisor Specializations
Based on BLS (2023), financial advisors in Georgetown are increasingly focusing on retirement planning and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Georgetown is competitive, with housing costs rising due to increased demand.
Real Estate Market
According to Zillow (2024), the real estate market in Georgetown is robust, with home values appreciating significantly over the past year.
Business Environment
According to Fortune (2024), Georgetown's business climate is favorable, attracting new startups and established companies alike.

Top 5 Financial Advisors in Georgetown

Goodwater Wealth Management Group of Raymond James
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Michelle L Marshall, CFP®|CEPA®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Growth Horizons Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Len Fischman, AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Scott Murphy, CFP®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Georgetown, 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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Georgetown-Specific Expertise
For Georgetown residents working in Healthcare, Retail, Education, 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
Georgetown's growth in healthcare and retail poses real estate bubble risks. Prepare for flooding and severe weather impacts; diversify investments to mitigate economic risks.

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