5 advisors with offices in Burlington. Credentials, fee structures, and minimums are disclosed on each listing.
Burlington, 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
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
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
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
WestView Investment Advisors is a financial planning and investment management firm based in Burlington, Vermont. The firm serves clients in English.
View detailsAdvisors serving Burlington specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Vermont's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.