Best Financial Advisors in New Berlin

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
4.9/5.0
Average Rating

New Berlin Financial Landscape

With a population of 39,834, New Berlin boasts a diverse economy driven by manufacturing, retail, and healthcare. The city is strategically located near Milwaukee, enhancing its economic prospects.

Major industries
Manufacturing, Retail, Healthcare
Population
1.3M (metro: 7.8M)
Median household income
$75,000
Unique needs
New Berlin requires tailored financial advice due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), New Berlin's economy is growing steadily, with a focus on manufacturing and service sectors driving job creation.
Wealth Demographics
According to Census (2023), the median household income in New Berlin is approximately $75,000, reflecting a stable economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in New Berlin are increasingly specializing in retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in New Berlin is competitive, with housing costs rising but still below national averages.
Real Estate Market
According to Zillow (2024), New Berlin's real estate market is experiencing appreciation, with a potential bubble risk as demand outpaces supply.
Business Environment
According to Fortune (2024), New Berlin has a favorable business climate, attracting small to medium enterprises, particularly in manufacturing and retail.

Top 5 Financial Advisors in New Berlin

Financial Solutions LLC
★ ★ ★ ★ ★ 5
Du Charme Wealth Management
★ ★ ★ ★ ★ 5
Jeremy Keil - Thrivent
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Michael Malich, CFP®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Brenda J Merschdorf, CFP®|AAMS®
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in New Berlin, 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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New Berlin-Specific Expertise
For New Berlin residents working in Manufacturing, Retail, 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
New Berlin's manufacturing focus poses economic risks; diversify investments. Real estate may face bubble risks due to rising prices. Monitor flooding and severe weather impacts.

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