Fiduciary advisors in Vermont

Bennington, Vermont

One Day In July Financial Advisors is a fee-only fiduciary firm in Bennington, Vermont that specializes in retirement planning and investment management for individuals, families, and institutions. The firm constructs diversified portfolios primarily using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets held at Charles Schwab. The advisors emphasize tax-conscious investing, cost reduction, and long-term client relationships conducted through in-person meetings rather than algorithmic or outsourced management.

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.

Burlington, Vermont

Independent RIA

44 North Capital is an independent registered investment advisor based in Burlington, Vermont that provides financial planning and investment management services to business owners and successful professionals. Founded by Jon, a CFP® with over a decade of experience at Merrill Lynch, the firm operates under a fiduciary standard and emphasizes coordinating all aspects of clients' financial lives rather than focusing narrowly on investments. The team includes two CFP® professionals and a director of client services, all committed to transparent communication and client confidentiality.

Burlington, Vermont

One Day In July Financial Advisors is a fee-only fiduciary firm in Burlington, Vermont offering financial planning and investment management with a focus on retirement planning. The firm structures its advice around low-cost index funds and ETFs from providers like Vanguard and iShares, held at custodians such as Charles Schwab, and emphasizes minimizing fees, taxes, and complexity in client portfolios. As an independent firm with no external financing or commission arrangements, the advisors work directly with individuals, families, and institutions to build diversified, uncorrelated investment strategies aligned with clients' goals. The firm conducts advisory relationships in person where possible rather than through automated or outsourced processes.

Burlington, Vermont

WestView Investment Advisors is a fee-only Registered Investment Advisor based in Burlington, Vermont, managing approximately $230 million in assets for over 160 clients nationwide. The firm provides financial planning and investment management services, with team members holding credentials including CFP, CFA, and MBA designations. Operating as a fiduciary, WestView serves individuals, families, and businesses, emphasizing relationship-based planning that considers clients' broader financial circumstances and life transitions.

Colchester, Vermont

Insurance-Based

Jcohen Financial, based in Colchester, Vermont, offers financial planning and insurance analysis services led by James Cohen, an Insurance Advisor Representative and Registered Representative with over 20 years in the financial services industry. The firm specializes in insurance planning and follows a six-step process that begins with understanding each client's situation and objectives, proceeds through needs analysis and strategy development, and includes ongoing coordination with clients' other professional advisors. Cohen holds FINRA Series 7, 6, 66, and 63 licenses and has achieved top producer status with New York Life and membership in the Million Dollar Round Table.

Manchester Center, Vermont

HWC Financial is an investment advisory firm in Manchester Center, Vermont. Services include Investment Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 4 Google reviews.

Middlebury, Vermont

One Day In July Financial Advisors is a fee-only fiduciary firm based in Middlebury, Vermont that specializes in retirement planning and investment management for individuals, families, and institutions. The firm constructs diversified portfolios primarily using low-cost index funds and ETFs from providers such as Vanguard and iShares, with client assets custodied at Charles Schwab. As an independently owned firm accepting no commissions or revenue-sharing arrangements, it emphasizes transparent fee structures and after-tax, after-fee analysis of investment performance. The advisors conduct in-person meetings and manage investment decisions directly rather than delegating to third parties or relying on algorithmic trading.

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.

Rutland, Vermont

One Day In July is a fiduciary investment advisory firm based in Rutland, Vermont, serving clients across New England and the United States. The firm constructs portfolios using low-cost, diversified index exchange-traded funds with an emphasis on tax efficiency. It serves a broad clientele including high net worth individuals, families, business owners, foundations, and nonprofits, and offers direct access to financial advisors.

Rutland, Vermont

RNL & Associates is an investment advisory firm in Rutland, Vermont. Services include Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rutland, Vermont

Independent RIA

Trust Company of Vermont is an independent, employee-owned fiduciary firm based in Rutland that provides investment management, trust administration, estate planning, and retirement solutions to individuals, families, and institutions in Vermont and New Hampshire. The firm manages portfolios using modern portfolio theory and direct security ownership to minimize fees and tax impact, with guidance from a ten-member Trust Investment Committee. Its team includes professionals with credentials such as CFP® and CFA designations, and the firm integrates investment, tax, and estate planning services to support clients' long-term objectives.

South Burlington, Vermont

Wealth Enhancement Group is an investment advisory firm in South Burlington, Vermont. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

St Johnsbury, Vermont

Ridgeline Wealth Management, based in St Johnsbury, Vermont, has provided investment and wealth management services to families and businesses since 2011, drawing on more than 50 years of combined experience across its team. The firm develops customized portfolios aligned with clients' risk tolerance and financial objectives, and offers financial and retirement planning, tax-aware portfolio strategies, and estate planning coordination. The firm emphasizes a three-part approach centered on understanding client goals, simplifying portfolio consolidation, and maintaining regular communication with portfolio reviews.

St Johnsbury, Vermont

OneDigital is an insurance advisory firm based in St Johnsbury, Vermont, offering insurance analysis and planning services for both business and personal clients. The firm provides property and casualty solutions to help organizations assess risks and manage exposures, along with personal insurance coverage options including home, auto, and umbrella policies. OneDigital maintains full-time licensed claims specialists available during business hours and through 24-hour service to assist clients with claim resolution and advocacy with their insurers.

Williston, Vermont

CHS Wealth Management & CPAs is an investment advisory firm in Williston, Vermont. The firm specializes in Investment Management and Wealth Management. Its advisors hold CPA credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.