Fee-Only Financial Planners in:

These Vermont Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Vermont Financial Planners

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NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Donald Dempsey, CFP®
Dempsey Investment Management
South Burlington VT, Burlington VT
Fee-Only Financial Planning and Investment Management Located in Burlington, VT
Peter Post, CFP®
Post Investment Management
Charlotte VT, Burlington VT, South Burlington VT
Fee Only Financial Planner Located in Charlotte, VT and Serving Clients Nationwide
Jamie Milne, CFP®, CDFA
Milne Financial Planning
Barre VT, South Burlington VT, St. Johnsbury VT
Fee Only Financial Planner With Offices in Burlington, Barr, and St. Johnsbury, VT
John Davis - Copper Leaf Financial, LLC - Williston VT
David Otto, BA, CFP®, D.Min. - Otto & Associates, Inc. - Norwich VT, Katonah NY
Priscilla Gilbert, CFP® - CenterPoint Financial - Montpelier VT
Susan Goodell, CFP® - Otto & Associates, Inc. - Norwich VT
Bret Hodgdon - Copper Leaf Financial, LLC - Williston VT
Joyce Cole, CFP®, BS - J. Cole Financial Advisers, Inc. - Montpelier VT, Gansevoort NY, Philadelphia PA
Kevin Nulton, JD, CFP® - Titanium Advisors, LLC - Newton MA, Franklin MA, Quechee VT
Janice Swenor - Langtree Associates - Harvard MA, Bennington VT, Westminster MA
James Miller - Pathway Financial Advisors, LLC - South Burlington VT
Rebecca Walsh - Pathway Financial Advisors, LLC - Burlington VT
Janice Swenor - Williams Financial, LLC - Bennington VT
Anthony Hemmelgarn - Pathway Financial Advisors, LLC - Manchester VT
Scott Beaudin, CFP®, CPA/PFS, MBA - Pathway Financial Advisors, LLC - South Burlington VT
Daryl Spirka - Williams Financial - Bennington VT
Christopher Rhim, CFP®, CDFA™ - Green View Advisors - Norwich VT, Washington DC