Find a Financial Advisor in Shelburne, VT

Get Top Tier Financial Planning

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

Jump To List of Advisors

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

We Only Work With The Best Shelburne 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


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


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 Shelburne, VT

  • Financial Advisor Close to Shelburne, 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 Shelburne, VT

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Shelburne, VT

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

How Retirement-Friendly is Shelburne, VT?

  • Population: 525
  • % of Population 62 Years and Over: 44.8%
  • Average Home Value: $267,400
  • Average Monthly Housing Cost: $1,366
  • Average Household Income: $84,319
  • 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 Shelburne, VT




(802) 985-2620

4076 Shelburne Road
Building A, Suite 7-C
Shelburne, VT 5482

SEC#: 801-52060
Years in Business: 25 years



(802) 777-9768

5247 Shelburne Road
Suite #101
Shelburne, VT 5482

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



(214) 871-5200

33 Vista Drive

Shelburne, VT 5482

SEC#: 801-69133
Years in Business: 14 years


Shelburne, VT Financial Advisor FAQs

Shelburne is a town in the United States of America's Chittenden County. Shelburne's town center is located along the beaches of Lake Champlain, about 7 miles (11 kilometers) south of Burlington, Vermont's largest city. Vermont Teddy Bear, Shelburne Farms, and Wake Robin are some of the notable employers in Shelburne. Shelburne has a number of well-known tourist attractions and unique events that attract thousands of tourists each year. The Shelburne Farms, Shelburne Museum, and Vermont Teddy Bear Factory are the most popular local attractions. We make sure to only point you to the best finest financial advisors in Shelburne, VT, a town which is part of Chittenden County and is a suburb of Burlington. Located along the shores of Lake Champlain, the town's center lies approximately 7 miles south of Burlington's city center. Check out which financial advisors are serving close to this area through the links we have below.

This depends on the financial advisor, the commision model, and how much service you'll get.

Some financial advisors charge a percentage of total assets handled or take a fixed annual fee -then there's performance based compensation.

One of the best ways to find a financial advisor is by asking friends, family, and colleagues for their recommendations. Another great technique is to read up on the credentials of potential advisors in order to better inform your decision.

Financial advisors typically work for banks, credit unions, mutual funds or other financial institutions. They help to analyse the client's personal situation and recommend options for addressing their short-term and lifetime goals.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.