Best Financial Advisors in Lakewood

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
4.7/5.0
Average Rating

Lakewood Financial Landscape

Lakewood's economy is bolstered by retail, healthcare, and education sectors. The city benefits from its strategic location near Tacoma and Seattle.

Major industries
Retail, Healthcare, Education
Population
59K (metro: 1.5M)
Median household income
$70,000
Unique needs
Lakewood requires tailored financial strategies to address its unique demographic and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Lakewood's economy is growing steadily, driven by retail and healthcare expansions.
Wealth Demographics
According to Census (2023), the median income in Lakewood is approximately $70,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Lakewood increasingly focus on retirement planning and real estate investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Lakewood's cost of living is moderate, with housing costs rising due to demand.
Real Estate Market
According to Zillow (2024), Lakewood's real estate market shows a 10% increase in home prices over the past year, indicating strong demand.
Business Environment
According to Fortune (2024), Lakewood's business climate is favorable, with incentives for small businesses and startups.

Top 5 Financial Advisors in Lakewood

First Command Financial Advisor - Ryan Feng
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Mark Claudio
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Cassy Randolph
★ ★ ★ ★ ★ 5
First Command Financial Advisor - Jordan Patterson, ChFC®|RICP®|CFP®
★ ★ ★ ★ ★ 5
Johnson Wealth Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lakewood, 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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Lakewood-Specific Expertise
For Lakewood residents working in Retail, Healthcare, 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
Lakewood's retail focus poses risks from e-commerce trends. Housing prices are rising, indicating potential bubble risks. Diversify investments and prepare for flooding risks.

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