Peter W Post

CFP®

Post Investment Management

Principal

Peter W Post

CFP®

Post Investment Management

Principal

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Peter W Post, CFP®

(802) 425-2076

Fee-Only financial planner located in Charlotte, VT, serving clients locally and across the country

Peter Post is a Charlotte, VT fee-only financial planner. Post Investment Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Peter Post is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Peter has been helping people achieve their financial goals since founding the firm in 1996.

A 1972 graduate of Middlebury College  with an additional Bachelor of Science from The University of Vermont, he owned and managed a wholesale tree nursery business and co-founded two food manufacturing businesses before turning to the financial services industry in 1993.

Peter is a CERTIFIED FINANCIAL PLANNER™ certificant, a NAPFA-Registered Financial Advisor, and a member of the Financial Planning Association (FPA) . He is a Registered Investment Advisor, registered in the states of Vermont and New York and also providing services in most other states in accordance with their respective regulations regarding number of clients permitted to out-of-state registered investment advisors. He also holds a Vermont Life Insurance/Variable Life and Annuity License for the purpose of advising clients on variable annuities and insurance issues, but he does not sell insurance products or receive commissions in any form.

A Vermonter for over 40 years, Peter has an avid interest in conservation and the environment, natural history and wildlife and enjoys birding, wilderness hiking, hunting and fishing, as well as gardening and landscaping.  He also plays squash and takes advantage of Vermont's winters to ski, cross-country ski and snowshoe.

He’s been married for 30 years to Kathleen, a Suzuki violin teacher, and they have two adult children.

Peter W Post 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

Warm, Personal Service – Working With You As An Individual

At Post Investment Management, we develop a close personal relationship with you. You are actively engaged in determining your specific financial plan, as we work together to refine your goals and strategies. Placing a strong emphasis on balancing risk vs. return, we design your portfolio around your objectives while seeking maximum return for appropriate risk.

Are You:

  • Trying to make sense of your savings, investments and retirement accounts?
  • Thinking about your children's future?
  • Making plans to retire?
  • Already retired and thinking of your security and legacy?
  • A business owner with or wanting to start up an employee retirement program?

Turn to us for help with

  • Financial Planning
  • Investment Management
  • College Education Funding
  • Estate and Charitable Giving Concerns
  • Employee Retirement Plans

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

  • National Association of Personal Financial Advisors (NAPFA)
    Peter Post 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.

  • Certified Financial Planner (CFP)
    Peter Post 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 Peter W Post

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Office Locations:

  • 294 Clark Road
    Charlotte, VT 05445

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