Wealth Enhancement Group

Burlington, Vermont

Raymond James & Associates is an investment advisory firm in Burlington, Vermont. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Burlington, Vermont

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Burlington, Vermont. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 3 Google reviews.

Montpelier, Vermont

One Day In July Financial Advisors is an independent, fee-only fiduciary firm in Montpelier, Vermont that specializes in retirement planning and investment management. The firm constructs diversified portfolios using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets custodied at Charles Schwab. As fee-only advisors, the firm receives compensation directly from clients and does not accept product commissions or revenue-sharing arrangements. The firm emphasizes transparent pricing, tax-conscious investing, and personal advisory relationships rather than algorithmic or outsourced management.

Morristown, Vermont

One Day In July Financial Advisors is a fee-only fiduciary firm in Morristown, Vermont that provides retirement planning and investment management to individuals, families, and institutions. The firm constructs diversified portfolios using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets held at custodians like Charles Schwab. As an independent firm with no external financing, the company emphasizes transparency around fees and avoids commission-based compensation and mutual fund revenue-sharing arrangements. Advisors use a proprietary simulator tool to demonstrate historical portfolio scenarios and focus on after-tax, after-fee performance analysis.