Fee-Only Financial Planners in Burlington, VT

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Burlington, VT:

Michael Schell

CFP®

Pathway Financial Advisors, LLC

South Burlington, VT

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Tax Planning

The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Arthur Wright

CFP®

Hanson & Doremus Investments and Planning

Burlington, VT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Burlington, VT. Helping clients navigate the investment landscape, since 1995

Jamie Milne

CFP®, CDFA®

Milne Financial Planning

Winooski, VT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

We are based in Vermont and New Hampshire but service clients in all states.

Donald Dempsey

CFP®

Dempsey Investment Management

South Burlington, VT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Social investing

Fee-Only Financial Planning and Investment Management Located in Burlington, VT

Jonathan Smith

CFP®

Pathway Financial Advisors, LLC

South Burlington, VT

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Tax Planning

The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Lori Lustberg

JD, CFP®, CDFA®, CeFT®

Pathway Financial Advisors, LLC

South Burlington, VT

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Tax Planning

The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

Scott Beaudin

CFP®, CPA/PFS

Pathway Financial Advisors, LLC

South Burlington, VT

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Tax Planning

The goal of all professionals at Pathway Financial Advisors is to illuminate clients' paths and provide support for the discovery and pursuit of fulfilling lives. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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