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
St. Johnsbury, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Tax Efficent Retirement Income Planning
We provide one-time financial planning service for those moments when you’re facing a big question, a transition, or just want to double-check where things stand.
Sven Eklof
CFP®
Hanson+Doremus
Burlington, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Burlington, VT, serving clients locally and across the country
Dom Stilwell
CDFA®
Greenhill Financial Partners LLC
Rutland, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Advice, Estate Planning, Divorce Financial Planning, Tax Planning
Fee-Only Financial Planning & Investment Management—Rooted in Integrity, Focused on Your Goals. Greenhill Financial Partners has offices in Rutland and Montpelier, VT, serving clients locally and nationwide.
Scott Beaudin
CFP®, CPA/PFS
Pathway Financial Advisors
South Burlington, VT
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Michael Schell
CFP®, EA
Pathway Financial Advisors
South Burlington, VT
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Jordan MacDougall
CFP®, MS
Pathway Financial Advisors
South Burlington, VT
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Darren Beck
CFP®, MBA
Pathway Financial Advisors
South Burlington, VT
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. Located in Atlanta, GA, we serve clients all over the country.
Alex Watson
CFA, CFP®
Hanson+Doremus
Burlington, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Burlington, VT, serving clients locally and across the country
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
Fee-Only Financial Planning & Investment Management—Rooted in Integrity, Focused on Your Goals. Greenhill Financial Partners has offices in Rutland and Montpelier, VT, serving clients locally and nationwide.
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.
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.
Liz Ford
CFA, CFP®
Hanson+Doremus
Burlington, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Burlington, VT, serving clients locally and across the country
Jonathan Smith
CFP®
Pathway Financial Advisors
South Burlington, VT
Specialties: Investment Management, Tax Planning, Retirement Income Planning, Integrated Financial Planning, Generational Wealth Planning, Estate Planning, Personal CFO
Wealth is about much more than money. The journey toward your ideal future should be built on deeper insights into your vision of success. While our offices are located in South Burlington, VT, and Atlanta, GA, we serve clients all over the country.
Evan Pemberton
CFA, CFP®
Hanson+Doremus
Burlington, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Burlington, VT, serving clients locally and across the country
Arthur Wright
CFP®
Hanson + Doremus
Burlington, VT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Savings Planning, Tax Planning, Debt Management and Cash Flow, ESG (Socially Responsibly Investing)
Fee-Only financial planner located in Burlington, VT, serving clients locally and across 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)
