Find a Financial Advisor in White River Junction, VT

 

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We did the hard work of finding trustworthy partners in White River Junction, VT.

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We Only Work With The Best White River Junction Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 White River Junction, VT


  • Financial Advisor Close to White River Junction, 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 White River Junction, 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 White River Junction, VT

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

  • Population: 2,209
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $217,100
  • Average Monthly Housing Cost: $980
  • Average Household Income: $70,389
  • 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 White River Junction, VT

 

SUMMIT WEALTH GROUP LLC

Website

(802) 295-5300

205 Billings Farm Road
Suite 2A
White River Junction, VT 5001

SEC#: 801-107026
Years in Business: 5 years

 


White River Junction, VT Financial Advisor FAQs

You may need a financial advisor if you are just starting out in your career, or if you have accumulated considerable assets to maintain.
A financial advisor helps his/her clients to make smarter investments in their retirement funds, stocks, or business ventures.
Financial advisors are paid in a number of ways including hourly rates, commissions, or fees collected as a percentage of the portfolio. Some advisors even offer prospective clients refunds or rewards that are contingent upon performance targets being met each year. Assets under management is typically determined by taking yearly start balances and adding to them any deposits made during the course of the year for which no cash was withdrawn. Fees collected under this method range from ten basis points to 1 percent per year collected annually with products sold.
Check their background to make sure they are qualified before making an appointment.