Find a Financial Advisor in Montpelier, VT

 

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

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We Only Work With The Best Montpelier 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 Montpelier, VT


  • Financial Advisor Close to Montpelier, 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 Montpelier, 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 Montpelier, VT

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

  • Population: 7,477
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $263,600
  • Average Monthly Housing Cost: $1,158
  • Average Household Income: $85,017
  • 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 Montpelier, VT

 

SENTINEL ASSET MANAGEMENT, INC.

Website

(802) 229-7437

One National Life Drive

Montpelier, VT 5604

SEC#: 801-57721
Years in Business: 21 years

MAPLE CAPITAL MANAGEMENT, INC.

Website

(802) 229-2838

535 Stone Cutters Way

Montpelier, VT 5602

SEC#: 801-62783
Years in Business: 17 years

ESI FINANCIAL ADVISORS

Website

(800) 344-7437

One National Life Drive

Montpelier, VT 5604

SEC#: 801-41722
Years in Business: 29 years

KDP ASSET MANAGEMENT, INC.

Website

(802) 223-0440

24 Elm Street

Montpelier, VT 5602

SEC#: 801-57760
Years in Business: 21 years

CUNA BROKERAGE SERVICES, INC.

Website

(802) 371-5162

1 Bailey Ave

Montpelier, VT 5602

SEC#: 801-60099
Years in Business: 20 years

PFG INVESTMENTS, LLC

Website

(802) 325-2200

148 State Street, Unit #2

Montpelier, VT 5602

SEC#: 801-77166
Years in Business: 9 years

PFG INVESTMENTS, LLC

Website

(802) 325-2200

148 State Street, Unit #2

Montpelier, VT 5602

SEC#: 801-77166
Years in Business: 9 years

PEOPLE'S UNITED ADVISORS, INC.

Website

(802) 223-8542

112 State Street

Montpelier, VT 5601

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

PFG INVESTMENTS, LLC

Website

(802) 325-2200

148 State Street, Unit #2

Montpelier, VT 5602

SEC#: 801-77166
Years in Business: 9 years

 


Montpelier, VT Financial Advisor FAQs

You should ask a financial advisor if they have been through the training and certification process of the CFP Board.
There are many factors that will determine how much a financial advisor charges you. For example, the size of their assets under management, the number of hours they spend with you, or your personal situation. These factors can range anywhere from very little to thousands of dollars per year for comprehensive financial planning services.
Get referrals from friends and family, or people you trust with their money, especially when they have similar goals or needs. This is the quickest way to find someone trustworthy who can provide counsel on the subject of investing without any preconceptions about what is good for them based on how much money they have.
It's important to have a financial advisor so that you are able to plan for all aspects of your life, not just the present. A good financial advisor will help educate you about investing, retirement planning, college savings and more, all while taking into account your unique spending habits.