Best Financial Advisors in Wauwatosa

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

Wauwatosa Financial Landscape

Wauwatosa boasts a stable economy supported by healthcare, retail, and education sectors. Its proximity to Milwaukee enhances its appeal for businesses and residents alike.

Major industries
Healthcare, Retail, Education
Population
47K (metro: 1.6M)
Median household income
$75,000
Unique needs
Wauwatosa requires tailored financial advice due to its unique suburban dynamics and diverse economic base.
Market Insights
Economic Growth
According to BEA (2023), Wauwatosa's economy has shown resilience, with a growth rate of 3.5% attributed to healthcare and retail expansions.
Wealth Demographics
According to Census (2023), Wauwatosa's median household income is $75,000, reflecting a stable and affluent community.
Advisor Specializations
Based on BLS (2023), financial advisors in Wauwatosa increasingly specialize in retirement planning and estate management.
Local Considerations
Cost of Living
According to BLS (2024), Wauwatosa's cost of living is approximately 10% higher than the national average, driven by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), Wauwatosa's real estate market is competitive, with home values rising 8% year-over-year, indicating strong demand.
Business Environment
According to Fortune (2024), Wauwatosa offers a favorable business climate with low taxes and a supportive local government for small businesses.

Top 5 Financial Advisors in Wauwatosa

Edward Jones - Financial Advisor: Colin J Dewey, ABFP®|CRPC™
★ ★ ★ ★ ★ 5
Broadview Financial Management, LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Scott Cayo, CFP®
★ ★ ★ ★ ★ 5
Lewis Financial Group
★ ★ ★ ★ ★ 5
Beacon Pointe Advisors
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Wauwatosa, 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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Wauwatosa-Specific Expertise
For Wauwatosa residents working in Healthcare, Retail, 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
Wauwatosa's healthcare sector is strong, but economic diversification is needed. Real estate prices are rising, posing bubble risks. Prepare for potential flooding and winter storms.

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