Best Financial Advisors in Eau Claire

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
4.4/5.0
Average Rating

Eau Claire Financial Landscape

Eau Claire's economy is diverse, with a mix of healthcare, education, and manufacturing sectors driving growth. The city is also experiencing a resurgence in tech startups.

Major industries
Healthcare, Education, Manufacturing
Population
67.5K (metro: 675K)
Median household income
$58,000
Unique needs
Eau Claire requires tailored financial advice due to its unique economic landscape and community-focused environment.
Market Insights
Economic Growth
According to BEA (2023), Eau Claire's economy has shown a steady growth rate of 3.2% over the past year, driven by healthcare and education sectors.
Wealth Demographics
According to Census (2023), the median household income in Eau Claire is $58,000, reflecting a diverse economic base and stable employment opportunities.
Advisor Specializations
Based on BLS (2023), financial advisors in Eau Claire are increasingly focusing on retirement planning and investment strategies tailored to local industries.
Local Considerations
Cost of Living
According to BLS (2024), Eau Claire's cost of living is approximately 10% lower than the national average, making it an attractive place for families and retirees.
Real Estate Market
According to Zillow (2024), Eau Claire's real estate market is experiencing moderate growth, with home prices rising by 5% year-over-year, indicating a stable market.
Business Environment
According to Fortune (2024), Eau Claire's business climate is favorable, with supportive local policies and a growing number of startups in the tech sector.

Top 5 Financial Advisors in Eau Claire

Bernicke Wealth Management
★ ★ ★ ★ ★ 5
KeyStone Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Bill Hilgedick, CFP®
★ ★ ★ ★ ★ 5
Trust Point
★ ★ ★ ★ ★ 5
Orgel Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Eau Claire, 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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Eau Claire-Specific Expertise
For Eau Claire residents working in Healthcare, Education, Manufacturing, 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
Eau Claire's economy relies on healthcare and education; diversify investments to mitigate risks. Monitor housing market trends to avoid bubbles, and prepare for winter weather impacts.

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