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
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.
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
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
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
Steven Morneau
CDFA®
Greenhill Financial Partners LLC
Rutland, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Estate Planning, Divorce Financial Planning, Tax Planning
Greenhill Financial Partners is your reliable destination for thorough financial planning services focusing on retirement, investment management, and divorce. We are located in Rutland, VT, serving clients locally and across the country.
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.
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.
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.
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.
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.
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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)
