Dempsey Investment Management
Fee-Only Financial Planning and Investment Management Located in Burlington, VT
Donald Dempsey, Jr. earned his Bachelor of Science at the University of Vermont and has earned degrees as a Certified Financial Planner practitioner and Chartered Mutual Fund Counselor with the College of Financial Planning in Denver, CO. Mr. Dempsey is recognized as a Certified Financial Planner practitioner with the Certified Financial Planner Board of Standards, Inc. He is also an accepted member of the National Association of Personal Financial Advisors.
Mr. Dempsey is a customer-focused investment professional providing financial solutions since 1994. He builds and manages client portfolios utilizing investments suited to the individual client. Comfort level, risk, returns, and goals are emphasized with each portfolio.
As an independent, Fee-Only advisor, Mr. Dempsey is held to a fiduciary standard, always putting the client's needs first.
Donald Dempsey is a Member of the National Association of Personal Financial Advisors
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.
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
Dempsey Investment Management is a Fee-Only® firm in the South Burlington, VT area helping clients build and manage investment portfolios, offering portfolio reviews and providing personalized financial planning. As a Fee-Only® provider, you can be sure all recommendations are made without conflict of interest and are based on your personal needs and goals.
Whether you are looking for growth, income or a balanced portfolio, your account will be customized to meet your needs using the following steps:
Step 1: A financial plan is designed for you to help you reach your personal goals.
Step 2: Proposals are made, utilizing investments best suited to your needs.
Step 3: Throughout the year, discussions will help us stay on track with your changing situation.
Managing your Portfolio
After we have designed your personal financial plan, the ongoing portfolio management consists of setting up a portfolio that works with you and your goals. In addition to monitoring your portfolio we will continue to provide all ongoing service and financial planning. Fees are based on a percentage of the account value.
As a Fee-Only, Certified Financial Planner Practitioner, you can have comfort knowing that all of Don's recommendations are based on your goals and needs without a conflict of interest. As a firm, we do not earn commissions from the products we recommend as we consider what is in the best interest for each client. Fees based on an hourly rate or project fee.
A financial plan will generally cover retirement, estate and college planning, investments, insurance needs, and cash flow.
- Are you saving enough for retirement and college?
- Have you prepared wills, durable powers of attorney, and trusts?
- Do you have enough or too much life and disability insurance?
- Is your investment portfolio too aggressive or too conservative?
- Have you reviewed your investments recently?
- Are you living within your means?
- Should you consider Long Term Care?
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Social investing
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Donald Dempsey is a NAPFA-Registered Financial Advisor
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.
Donald Dempsey is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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 Donald Dempsey
1233 Shelburne Rd
South Burlington, VT 05403