Find a Financial Advisor in Middlebury, VT

 

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

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We Only Work With The Best Middlebury 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Middlebury, VT


  • Financial Advisor Close to Middlebury, 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

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

We evaluated over 13,000 RIA firms to bring you the best of the best Middlebury financial advisors.
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How Retirement-Friendly is Middlebury, VT?

  • Population: 6,966
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $274,300
  • Average Monthly Housing Cost: $1,177
  • Average Household Income: $75,638
  • 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 Middlebury, VT

 

MARBLE TRAIL ADVISORS

Website

(802) 388-6300

5 Court Street

Middlebury, VT 5753

SEC#: 801-115308
Years in Business: 2 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(802) 388-6316

114 South Village Green

Middlebury, VT 5753

SEC#: 801-112648
Years in Business: 3 years

CAPITAL CITIES INVESTMENTS

Website

(802) 388-1357

63 Maple Street
Suite 25
Middlebury, VT 5753

SEC#: 801-69504
Years in Business: 13 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(802) 388-6316

114 South Village Green

Middlebury, VT 5753

SEC#: 801-112648
Years in Business: 3 years

 


Middlebury, VT Financial Advisor FAQs

A financial advisor's goal is to help their client best achieve their long-term financial goals while taking into account the client's unique circumstances and risk tolerance. The advisor will provide products/services to help ease the process of investing--for example by buying stocks or other investment vehicles on behalf of the client in a tax-advantaged way such as through an IRA or 401(k).
Yes. A financial advisor can help guide you into making more informed decisions about your money so that you don't feel overwhelmed by the process.
A financial advisor's cost can be as little as $150 or as much as $50,000. Here are 3 factors that determine how much a financial advisor will cost you: Fee structure, Education and certifications, and Background and experience.
The easiest way to find someone to help you with your finances is to look for a financial advisor in a nearby office. The best way to find advisors near you is by checking at local banks and other financial service providers such as credit unions and insurance companies. Once you've found an advisor, don't be shy. Schedule a time for them at their office or ask about setting up an initial consultation over Skype or another video chat service.