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
Tools & Tips
Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.
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...
Dempsey Investment Management
Post Investment Management
Milne Financial Planning
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