Find a Financial Advisor in South Burlington, VT

 

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

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We Only Work With The Best South Burlington 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 South Burlington, VT


  • Financial Advisor Close to South Burlington, 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 South Burlington, 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 South Burlington, VT

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

  • Population: 19,162
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $302,300
  • Average Monthly Housing Cost: $1,491
  • Average Household Income: $95,248
  • 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 South Burlington, VT

 

BROADLAKE FINANCIAL MANAGEMENT

Website

(802) 863-4463

99 Swift Street
Suite 305
South Burlington, VT 5403

SEC#: 801-34761
Years in Business: 32 years

INTRACK INVESTMENT MANAGEMENT, INC.

Website

(802) 658-0625

1233 Shelburne Road
Suite D-6B
South Burlington, VT 5403

SEC#: 801-79488
Years in Business: 7 years

PATHWAY FINANCIAL ADVISORS, LLC

Website

(802) 660-7086

2 Market Street

South Burlington, VT 5403

SEC#: 801-64598
Years in Business: 16 years

BASCOMB MADISON & JAMES CAPITAL MANAGEMENT

Website

(802) 879-3766

265 Aviation Avenue
Suite 200
South Burlington, VT 5403

SEC#: 801-76788
Years in Business: 9 years

KESTRA ADVISORY SERVICES, LLC

Website

(802) 865-5000

620 Hinesburg Rd.
Suite 200
South Burlington, VT 5403

SEC#: 801-56126
Years in Business: 22 years

FIDUCIARY COUNSELORS INC.

Website

(202) 558-5149

105 Central Ave

South Burlington, VT 5403

SEC#: 801-57010
Years in Business: 21 years

 


South Burlington, VT Financial Advisor FAQs

The cost of an advisor is contingent on the type of venture being pursued. Expensive advisors are for complex or large-scale investments, while inexpensive or free planners are for smaller ventures. There's no way to provide a specific number because experience has shown that one size doesn't fit all. The best method is to survey the costs of each advisor in your area and work out which one is right for you based on their capabilities, terms, and your current situation.
A financial advisor or planner is someone who offers you guidance on investments, retirement savings, trusts, taxes, protection of assets and other things so that you can have peace of mind in your future.
Ask friends and family for referrals. Look on college campuses and online job search websites to find recruiters who specialize in financial advisors.
Yes. Investment professionals advise and assist affluent and high net worth individuals and companies with their capital market transactions, investments, portfolio management, retirement needs and estate planning.