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".
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Every Vermont Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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.
Malissa Marshall
CFP®, MS Tax, EA
Soaring Wealth LLC
Bristol, VT
Specialties: Comprehensive Financial Planning, Investment Management, Advanced Tax Planning, Tax Preparation
We serve mid- to late career corporate executives with equity compensation, including those with cross-border situations - both foreign nationals in the US and recently returned US expats - by helping them intentionally structure their assets to support their goals.
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
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
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
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.
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.
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.
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.
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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)
