Fee-Only Financial Advisors in Vermont

What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Vermont area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".

Every Vermont Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent

I can work with clients anywhere!

Jonathan Smith

CFP®

Pathway Financial Advisors

South Burlington, VT

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Personal CFO, Estate 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.

I can work with clients anywhere!

Michael Schell

CFP®

Pathway Financial Advisors

South Burlington, VT

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Personal CFO, Estate 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.

I can work with clients anywhere!

Malissa Marshall

CFP®, MS Tax, EA

Soaring Wealth LLC

Bristol, VT

Specialties: Comprehensive Financial Planning, Investment Management, Advanced Tax Planning, Tax Preparation, Estate Planning

We work with professionals who have equity compensation, including those with cross-border situations, who need complex and tightly integrated financial, tax and estate planning.

I can work with clients anywhere!

James J. Williams

CFP®, MBA

Williams Financial, LLC

Bennington, VT

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

Fee-Only financial planner with offices in Saratoga Springs, NY and Bennington, VT, serving clients locally and across the country virtually.

I can work with clients anywhere!

Rebecca Walsh

CFP®, CAP®

Oak Maple Finance, LLC

Burlington, VT

Specialties: Wealth Management, Investment Planning, Tax Strategies, Retirement Savings and Income Planning, Estate Planning, Risk Management and Insurance Planning, Charitable Giving Advice

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

I can work with clients anywhere!

Steven Morneau

CDFA®

Greenhill Financial Partners LLC

Rutland, VT

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Estate Planning, Divorce Financial Planning

Retirement | Investment | Divorce Greenhill Financial Partners is your reliable destination for thorough financial planning services located in Rutland, VT, serving clients locally and across the country.

I can work with clients anywhere!

Peter W Post

CFP®

Post Investment Management

Charlotte, VT

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Scott Beaudin

CFP®, CPA/PFS

Pathway Financial Advisors

South Burlington, VT

Specialties: Integrated Financial Planning, Retirement Income Planning, Investment Management, Generational Wealth Planning, Personal CFO, Estate 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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

Lindsay Antonowicz

CFP®

WestView Investment Advisors

Burlington, VT

Jim Miller

CFP®

Pathway Financial Advisors, LLC

South Burlington, VT

Priscilla Gilbert

CenterPoint Financial, Inc.

Montpelier, VT

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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)

    NAPFA Consumer Tools PDF

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