Best Financial Advisors in Lewisville

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
100+
Advisors
4.8/5.0
Average Rating

Lewisville Financial Landscape

Lewisville's economy is thriving, driven by a mix of retail, healthcare, and technology sectors. The city's strategic location enhances its appeal for businesses and residents alike.

Major industries
Retail, Healthcare, Technology
Population
101K (metro: 7.8M)
Median household income
$80,000
Unique needs
Lewisville requires tailored financial strategies to address its diverse workforce and growing housing market.
Market Insights
Economic Growth
According to BEA (2023), Lewisville's economy has grown by 4.5% year-over-year, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Lewisville is $80,000, reflecting a growing middle class.
Advisor Specializations
Based on BLS (2023), financial advisors in Lewisville are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Lewisville's cost of living is competitive, with housing costs rising but still below the national average.
Real Estate Market
According to Zillow (2024), the real estate market in Lewisville is experiencing rapid appreciation, with home values increasing by 10% over the past year.
Business Environment
According to Fortune (2024), Lewisville's business climate is favorable, with low taxes and incentives attracting new companies.

Top 5 Financial Advisors in Lewisville

Edward Jones - Financial Advisor: Jennifer L Gingrich
★ ★ ★ ★ ★ 5
Global Wealth Advisors
★ ★ ★ ★ ★ 5
Steve Namy - Financial Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Ray Clark - Private Wealth Advisor, Ameriprise Financial Services, LLC
★ ★ ★ ★ ★ 5
Envision Financial Solutions
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lewisville, 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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Lewisville-Specific Expertise
For Lewisville residents working in Retail, Healthcare, Technology, 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
Lewisville's tech and retail focus demands diversification to mitigate market volatility. Housing prices are rising, indicating potential bubble risks. Prepare for flooding and tornado threats.

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