VT · St Johnsbury

Fiduciary advisors in St Johnsbury, VT

2 advisors with offices in St Johnsbury. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in St Johnsbury

OneDigital

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.

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Ridgeline Wealth Management

St Johnsbury, Vermont

Investment Management Wealth Management

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.

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Financial advisors in St Johnsbury, Vermont

Advisors serving St Johnsbury 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.

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