Find a Financial Planner in Chittenden County, VT

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Chittenden County, VT.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Chittenden County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Chittenden County, VT


  • Financial Advisor Close to Chittenden County, VT

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Chittenden County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Chittenden County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in Chittenden County offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
18.2% of Chittenden County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Chittenden County area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Chittenden County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Chittenden County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Chittenden County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Vermont has unique laws defining which actions trigger a taxable event and has the 3rd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Chittenden County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Chittenden County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Chittenden County, VT


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Chittenden County, VT

We evaluated over 13,000 RIA firms to bring you the best of the best Chittenden County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Chittenden County, VT?

  • Population: 162,646
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $299,300
  • Average Monthly Housing Cost: $1,420
  • Average Household Income: $94,925
  • 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.)


The Top Financial Advisor Firms in Chittenden County, VT


GSAM STABLE VALUE, LLC

Website

(212) 902-1000

100 Bank Street
Suite 800
Burlington, VT 05401

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

WESTVIEW INVESTMENT ADVISORS

Website

(802) 489-5342

118 Pine St.

Burlington, VT 05401

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

ONE DAY IN JULY LLC

Website

(802) 881-9020

77 College St. #3A

Burlington, VT 05401

SEC#: 801-113839
Years in Business: 2 years

ROCK POINT ADVISORS, LLC

Website

(802) 864-2266

77 College Street, 4th Floor

Burlington, VT 05401

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

HANSON & DOREMUS INVESTMENT MANAGEMENT

Website

(802) 658-2668

431 Pine Street
Suite 302
Burlington, VT 05401

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

CHAMPLAIN INVESTMENT PARTNERS, LLC

Website

(802) 846-6200

180 Battery Street
Suite 400
Burlington, VT 05401

SEC#: 801-63424
Years in Business: 16 years

BIRCHVIEW CAPITAL, LP

Website

(802) 923-3080

688 Pine Street
Suite 2D
Burlington, VT 05401

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