Arthur Wright
CFP®
Hanson & Doremus Investments and Planning
Partner & Portfolio Manager
Arthur Wright
CFP®
Hanson & Doremus Investments and Planning
Partner & Portfolio Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Arthur Wright, CFP®
Fee-Only financial planner located in Burlington, VT. Helping clients navigate the investment landscape, since 1995
Arthur Wright is a Burlington, VT fee-only financial planner. Hanson & Doremus Investment and Planning provides comprehensive personal financial planning and investment management and business financial planning and investment counsel to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Arthur Wright is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Arthur Wright is a firm owner and head of marketing and client relations. He advises clients on complex financial planning matters and manages investment portfolios. He joined Hanson & Doremus in 2016.
Prior to joining Hanson and Doremus, Art was a Financial Consultant with TD Ameritrade and TD Wealth where he spent 8 years working intimately with clients to develop financial plans and investment strategies to fit their long-term goals.
Art holds his BSBA in International Management from The University of Vermont. He is a CFP® Certificant and a proud graduate of the Leadership Champlain program. He is a current board member and chair of the investment sub-committee for Wake Robin Continuing Care Retirement Community in Shelburne, Vermont. One of his greatest passions is teaching the personal finance course at The University of Vermont to 65 undergraduate students each semester.
Art lives in South Burlington with his wife and three children. His interests include backcountry skiing, mountain biking, hiking, and cooking for friends and family.
Arthur Wright is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are an investment adviser specializing in equity and fixed income portfolio management and financial planning for individuals, retirement plans, corporations, and endowments.
We pride ourselves on taking the time to get to know our clients’ needs. We are small enough to offer personal attention, but large enough to offer knowledge-rich investment strategies and highly professional service.
We also are an experienced firm. Established in 1995, we have six investment professionals in our offices in Burlington, Vermont and Palo Alto, California.
We are registered with the Securities Exchange Commission as an Investment Adviser.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Arthur Wright is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Arthur Wright is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Arthur Wright
Office Locations:
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431 Pine St
Suite 302
Burlington, VT 5401
