Find a Financial Planner 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 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 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

 

How Can a CFP® in South Burlington Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the South Burlington area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in South Burlington can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
21.7% of South Burlington'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 South Burlington 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 South Burlington 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 South Burlington area.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the South Burlington area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 South Burlington 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the South Burlington area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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 05403

SEC#: 801-34761
Years in Business: 31 years

INTRACK INVESTMENT MANAGEMENT, INC.

Website

(802) 658-0625

1233 Shelburne Road
Suite D-6B
South Burlington, VT 05403

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

PATHWAY FINANCIAL ADVISORS, LLC

Website

(802) 660-7086

2 Market Street

South Burlington, VT 05403

SEC#: 801-64598
Years in Business: 15 years

BASCOMB MADISON & JAMES CAPITAL MANAGEMENT

Website

(802) 879-3766

265 Aviation Avenue
Suite 200
South Burlington, VT 05403

SEC#: 801-76788
Years in Business: 8 years