Best Financial Advisors in Everett

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
4.7/5.0
Average Rating

Everett Financial Landscape

Everett's economy is diverse, driven by aerospace, manufacturing, and healthcare. The city benefits from its strategic location near major transportation hubs.

Major industries
Aerospace, Manufacturing, Healthcare
Population
105K (metro: 4.0M)
Median household income
$76,000
Unique needs
Everett requires investment in infrastructure and sustainable development to support its growing population and economy.
Market Insights
Economic Growth
According to BEA (2023), Everett's economy grew by 3.5% last year, driven by aerospace and tech sectors.
Wealth Demographics
According to Census (2023), the median household income in Everett is $76,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Everett are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Everett's cost of living is 10% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Everett's housing market is competitive, with home prices rising 8% year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Everett's business climate is favorable, with incentives for tech startups and established industries.

Top 5 Financial Advisors in Everett

Bailey Wealth Services / LPL Financial
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Perry J Grant, AAMS®
★ ★ ★ ★ ★ 5
Elderrock Financial LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Peter Smart, CFP®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Everett, 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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Everett-Specific Expertise
For Everett residents working in Aerospace, Manufacturing, Healthcare, 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
Everett's aerospace focus poses risks if demand fluctuates. Housing prices are rising, indicating potential bubble risks. Prepare for flooding and diversify economically.

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