Vermont has relatively high income tax rates and taxes most retirement income, including Social Security for higher earners. Burlington and Montpelier host the state's advisory community. Vermont's aging population — second-oldest median age in the nation — drives strong demand for retirement income planning, long-term care planning, and estate strategies. Vermont advisors often serve seasonal residents, small business owners, and retirees who value the state's quality of life and are willing to accept higher taxes for the lifestyle.
Bennington, Vermont
One Day In July Financial Advisors is based in Bennington, Vermont and specializes in retirement planning and investment management. The firm works with clients on strategies related to retirement readiness and portfolio management.
View detailsBurlington, Vermont
Raymond James & Associates in Burlington, Vermont provides retirement planning services with particular focus on small business owners. The firm's advisors hold CLU credentials and serve clients in English
View detailsBurlington, Vermont
Wirehouse
Merrill Lynch Wealth Management operates a Burlington, Vermont office offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management and investment management across a broad range of client needs. More information about specific service offerings, fee arrangements, and advisor credentials is available directly from the firm.
View detailsBurlington, Vermont
Independent RIA
44 North Capital is an independent RIA located in Burlington, Vermont, offering financial planning and investment management services to clients. The firm operates on a fee-based model and serves English-speaking investors seeking guidance across these core service areas.
View detailsBurlington, Vermont
One Day In July Financial Advisors, based in Burlington, Vermont, provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.
View detailsBurlington, Vermont
WestView Investment Advisors is a financial planning and investment management firm based in Burlington, Vermont. The firm serves clients in English.
View detailsColchester, Vermont
Insurance-Based
James Cohen, Financial Advisor operates as an insurance-based practice in Colchester, Vermont, offering financial planning and insurance analysis services. The firm specializes in insurance planning and works with clients in English.
View detailsManchester Center, Vermont
HWC Financial is an investment management firm located in Manchester Center, Vermont. The firm serves clients seeking investment management services and maintains a 5-star rating based on Google reviews.
View detailsMiddlebury, Vermont
One Day In July Financial Advisors is based in Middlebury, Vermont and provides retirement planning and investment management services to clients.
View detailsMontpelier, Vermont
One Day In July Financial Advisors is based in Montpelier, Vermont and provides retirement planning and investment management services. The firm serves clients seeking guidance on these core financial planning areas.
View detailsMorristown, Vermont
One Day In July Financial Advisors, based in Morristown, Vermont, specializes in retirement planning and investment management. The firm serves clients seeking guidance on these core areas, though specific service details and fee information are available directly from the advisor.
View detailsRutland, Vermont
One Day In July is located in Rutland, Vermont and provides investment advisory services.
View detailsRutland, Vermont
RNL & Associates is an investment management firm based in Rutland, Vermont. The firm provides investment management services to clients.
View detailsRutland, Vermont
Independent RIA
Trust Company of Vermont is an independent registered investment advisor based in Rutland, Vermont, offering estate planning, financial planning, and investment management services. The firm specializes in estate planning for its clients.
View detailsSouth Burlington, Vermont
Wealth Enhancement Group provides financial planning and investment management services to clients in South Burlington, Vermont. The firm operates on an English-language basis. Additional details about service specialties, fee arrangements, and advisor credentials are not currently available
View detailsSt Johnsbury, Vermont
Ridgeline Wealth Management is located in St Johnsbury, Vermont and provides investment management and wealth management services. The firm serves clients seeking professional portfolio guidance and comprehensive wealth planning support.
View detailsSt Johnsbury, Vermont
OneDigital, based in St Johnsbury, Vermont, provides insurance analysis and planning services. The firm works with clients on insurance-related financial matters. Services are available in English.
View detailsWilliston, Vermont
CHS Wealth Management & CPAs is located in Williston, Vermont and provides investment management and wealth management services. The firm's team holds CPA credentials.
View detailsThis listing shows advisory firms with offices in Vermont. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.
If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.