Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jacob H

Series 63, Series 66

Middlebury, VT

Capital Cities Investments

Jacob Haigh is a financial advisor with Capital Cities Investments in Middlebury, VT, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at Community Investment Counselors, Capital Cities Investments, and Triad Advisors, Inc. since 2008-2009. Outside of his advisory work, he manages a rental property in Salisbury, VT. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans with discretionary portfolio management, modular financial planning, and pension consulting. The firm’s investment approach combines asset-allocation modeling with active and passive manager implementation, utilizing mutual funds and ETFs, and employs third-party platforms for model implementation and automated rebalancing.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Income planning
user avatar
firm logo

George M

Series 65

Middlebury, VT

Capital Cities Investments

George Mitchell is a Series 65–licensed financial advisor with Capital Cities Investments, where he has worked for six years. His prior experience includes seven years at CDP Electric. Outside of advising, he is also a licensed insurance agent with various carriers. Capital Cities Investments serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans. The firm provides portfolio management, financial planning, and pension consulting with a focus on diversified portfolios that combine active and passive strategies, employing disciplined rebalancing and tailored investment recommendations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Income planning
user avatar
firm logo

Robert F

Series 65

Middlebury, VT

Capital Cities Investments

Robert Fjeld is a financial advisor at Capital Cities Investments with five years of industry experience. He holds a Series 65 designation and has worked at Community Investment Counselors and Capital Cities Investments since 2020. Outside of his advisory role, Fjeld serves as a Medication Delegate and Behavior Interventionist at Counseling Service of Addison County. Capital Cities Investments serves a diverse client base including individuals, trusts, and corporations, providing portfolio management, financial planning, and pension consulting. The firm constructs diversified portfolios using mutual funds and ETFs with a focus on asset allocation and disciplined rebalancing, tailoring investment recommendations to each client's suitability factors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Income planning
user avatar
firm logo

Stuart S

Series 65

Middlebury, VT

Capital Cities Investments

Stuart Stevens is a Series 65-licensed financial advisor with 12 years of industry experience, currently practicing at Capital Cities Investments. He has been with Capital Cities Investments since 2011 and also holds roles at Community Investment Counselors, Vermont Precision Stone, Inc., and Adecco. Capital Cities Investments serves individual and high-net-worth clients, trusts, estates, charitable organizations, and employee benefit plans, providing discretionary portfolio management, modular financial planning, and pension consulting. The firm employs a blend of active and passive asset-allocation strategies and utilizes third-party platforms for model implementation and automated rebalancing.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)