A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
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Fee-Only Financial Planners in Vermont:
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 primarily in the biotech industry, 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.
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
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.
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.
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
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.
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.
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.
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
Rebecca Walsh
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.
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.
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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)
