Best Financial Advisors in Kennewick

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
70+
Advisors
4.5/5.0
Average Rating

Kennewick Financial Landscape

Kennewick's economy is diverse, with agriculture, healthcare, and retail as key sectors. The city is experiencing steady growth, attracting new businesses and residents.

Major industries
Agriculture, Healthcare, Retail
Population
76.8K (metro: 200K)
Median household income
$70,000
Unique needs
Kennewick requires investment in tech and healthcare sectors while addressing housing affordability and infrastructure.
Market Insights
Economic Growth
According to BEA (2023), Kennewick's economy grew by 3.5% last year, driven by healthcare and retail expansion.
Wealth Demographics
According to Census (2023), the median household income in Kennewick is $70,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Kennewick are increasingly focusing on retirement planning and investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Kennewick's cost of living is 10% lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), home prices in Kennewick have increased by 8% over the past year, indicating a competitive market.
Business Environment
According to Fortune (2024), Kennewick's business climate is rated favorable due to low taxes and supportive local government initiatives.

Top 5 Financial Advisors in Kennewick

Cornerstone Wealth Strategies
★ ★ ★ ★ ★ 5
Piton Wealth
★ ★ ★ ★ ★ 5
Fulcrum Wealth Management Group- Ameriprise Financial Services, Inc.
★ ★ ★ ★ ★ 5
HFG Trust
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: T.J. Willingham
★ ★ ★ ★ ★ 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 Kennewick, 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
Kennewick-Specific Expertise
For Kennewick residents working in Agriculture, Healthcare, Retail, 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
Kennewick's reliance on agriculture poses risks from climate change. Rapid housing growth may lead to a bubble; diversify investments and prepare for flooding risks.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Washington locations

Seattle Spokane Tacoma Vancouver Bellevue Kent Everett Renton