Fiduciary advisors in Burlington, VT

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

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

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

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

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.