Burlington, VT Financial Advisors and Resources



Financial Advisor Firms in Burlington, VT


GSAM STABLE VALUE, LLC

Website

(212) 902-1000

100 Bank Street
Suite 800
Burlington, VT 5401

SEC#: 801-45304
Years in Business: 27 years

WESTVIEW INVESTMENT ADVISORS

Website

(802) 489-5342

118 Pine St.

Burlington, VT 5401

SEC#: 801-117557
Years in Business: 1 years

ONE DAY IN JULY LLC

Website

(802) 881-9020

77 College St. #3A

Burlington, VT 5401

SEC#: 801-113839
Years in Business: 3 years

ROCK POINT ADVISORS, LLC

Website

(802) 864-2266

77 College Street, 4th Floor

Burlington, VT 5401

SEC#: 801-62923
Years in Business: 17 years

HANSON & DOREMUS INVESTMENT MANAGEMENT

Website

(802) 658-2668

431 Pine Street
Suite 302
Burlington, VT 5401

SEC#: 801-55412
Years in Business: 23 years

CHAMPLAIN INVESTMENT PARTNERS, LLC

Website

(802) 846-6200

180 Battery Street
Suite 400
Burlington, VT 5401

SEC#: 801-63424
Years in Business: 17 years

BIRCHVIEW CAPITAL, LP

Website

(802) 923-3080

688 Pine Street
Suite 2D
Burlington, VT 5401

SEC#: 801-79710
Years in Business: 7 years

TD PRIVATE CLIENT WEALTH LLC

Website

(802) 860-5421

111 Main Street

Burlington, VT 5401

SEC#: 801-77771
Years in Business: 8 years

TD PRIVATE CLIENT WEALTH LLC

Website

(802) 860-5421

111 Main Street

Burlington, VT 5401

SEC#: 801-77771
Years in Business: 8 years


How Retirement-Friendly is Burlington, VT?

  • Population: 42,545
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $287,000
  • Average Monthly Housing Cost: $1,293
  • Average Household Income: $71,718
  • Vermont Total Tax Burden: 10.75% (3rd Highest in U.S.)
  • Vermont Property Tax: 5.04% (2nd Highest in U.S.)
  • Vermont Individual Income Tax: 2.41% (22nd Highest in U.S.)
  • Vermont Sales and Excise Tax: 3.30% (25th Lowest in U.S.)


Burlington, VT Financial Advisor FAQs

Financial advisors are responsible for providing advice to clients, in the form of investments or retirement plans, that are tailored to each individual's needs. They work with investment portfolios, stocks and bonds based on the client's needs.
Financial advisors get paid differently based on the company they work for and where they are located. However, financial planning firms or investment banks often charge an asset-based fee while asset management firms typically set a fee based on percentages earned by your portfolio.
This will depend on what your goals are for the future and the amount of financial resources (assets) that you already possess. If your goal is to maximize investment return and asset growth in order to achieve a desired level of income when you retire, then it's important to have an advisor who helps create a strategy for this purpose.
To make an informed decision, you will need to spend time with the advisor and get a good sense of what they are about. How do they come across? Are they personable?