Best Financial Advisors in Wylie

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
4.8/5.0
Average Rating

Wylie Financial Landscape

Wylie boasts a diverse economy with a mix of retail, manufacturing, and technology sectors. Its proximity to Dallas enhances its appeal for businesses and residents alike.

Major industries
Retail, Manufacturing, Technology
Population
44.6K (metro: 7.8M)
Median household income
$92,000
Unique needs
Wylie requires tailored financial strategies for families and small businesses, focusing on growth and sustainability.
Market Insights
Economic Growth
According to BEA (2023), Wylie's economy has expanded by 5% annually, driven by retail and tech sectors.
Wealth Demographics
According to Census (2023), Wylie has a median income of $92,000, reflecting its affluent suburban status.
Advisor Specializations
Based on BLS (2023), financial advisors in Wylie increasingly focus on family wealth management and small business consulting.
Local Considerations
Cost of Living
According to BLS (2024), Wylie's cost of living is 10% lower than the national average, making it attractive for families.
Real Estate Market
According to Zillow (2024), Wylie’s real estate market has seen a 12% increase in home values, indicating strong demand.
Business Environment
According to Fortune (2024), Wylie offers a favorable business climate with low taxes and supportive local government initiatives.

Top 5 Financial Advisors in Wylie

Blair Financial Advisors
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Bryan C Brokaw, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Melvin L McNeal Jr, CFP®|CEPA®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Diana L Morrison
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Paula R Hunt
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Wylie, 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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Wylie-Specific Expertise
For Wylie residents working in Retail, Manufacturing, 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
Wylie's growth in retail and tech poses concentration risks; housing market volatility and flooding are concerns. Diversify investments to mitigate economic shocks.

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