Top financial advisors in Barre, VT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Barre, VT when you're navigating the unique challenges of rural living or planning for healthcare access as you age. Without expertise in these local factors, advisors may overlook critical elements that affect your financial security.
- Healthcare access planning. Confirm how they incorporate local healthcare availability and costs into your long-term plan.
- Rural lifestyle considerations. Ask how they adjust investment and cash flow strategies to fit rural income patterns and expenses.
- Aging demographics insight. Look for advisors who understand the financial impact of aging populations on retirement and estate planning.
- Experience with local resources. Inquire about their knowledge of Vermont-specific programs or benefits that could support your financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David J
Series 63, Series 65
Barre, VT
Wells Fargo Advisors
David Johns brings 28 years of experience and a strong background in cash flow and budgeting, which is crucial for managing the financial nuances of rural living in Barre, VT. As a seasoned advisor at Wells Fargo Advisors, a large firm serving high-net-worth clients, he offers specialized planning for business exits and special needs, providing a broad range of tailored financial strategies.
Experience: 29 years
Avg account: $514,335
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Chad B
CFP®, Series 63, Series 66
Concord, NH
LPL Financial
Chad Bell's 25 years of experience and CFP® certification equip him to address the financial complexities faced by residents in Barre, VT, including rural lifestyle and healthcare planning. Affiliated with OSAIC Institutions, a large firm offering flat-fee and negotiable AUM services, he also brings insights from his business ownership and involvement in financial literacy initiatives, distinguishing him from other advisors in the area.
Experience: 26 years
Avg account: $399,489
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Lee W
CFP®, Series 66
Barre, VT
Cetera
Lee White's 35 years of experience and CFP® certification equip him to address the financial complexities faced by clients in Barre, VT, including retirement planning and charitable giving. His affiliation with Cetera, a large firm serving diverse clients, and his flat-fee and hourly consulting options provide flexible engagement models that may suit those seeking personalized financial planning with seasoned expertise.
Experience: 36 years
Avg account: $306,089
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Darci C
Series 66
Barre, VT
Edward Jones
Darci Coleman Graves offers wealth management and tax-loss harvesting services in Barre, VT, supported by Edward Jones' extensive resources and $1.01 trillion in managed assets. With a Series 66 license and a background of 27 years at IBM, she brings a unique perspective to multi-generational wealth transfer, differentiating her through a blend of corporate experience and access to a large-firm network.
Experience: 1 year
Avg account: $246,728
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Brandon T
CFP®, Series 66
Barre, VT
LPL Financial
Brandon Tieso offers financial planning in Barre, VT, with expertise in wealth management, retirement plans for business owners, and college savings, which can address local rural and aging demographic challenges. His CFP® certification, flat-fee structure, and affiliation with the large firm LPL Financial provide a structured approach and access to diverse client services, distinguishing him from advisors with less firm support or fee transparency.
Experience: 1 year
Avg account: $399,489
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