Top financial advisors in Brattleboro, 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.
When you live in Brattleboro, VT, planning for healthcare access is crucial due to the area's rural lifestyle and aging population. Without an advisor familiar with these local challenges, you might overlook key healthcare and long-term care considerations that affect your financial security.
- Local healthcare insight. Confirm how the advisor integrates rural healthcare access issues into your financial plan.
- Aging demographics focus. Ask how they address the financial impact of aging in place or moving to memory care.
- Long-term care planning. Ensure they discuss options for funding care that fits your lifestyle and local resources.
- Coordination with providers. Check if they work with local healthcare and eldercare professionals to align your finances with your care needs.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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David T
ChFC®, Series 63, Series 65
West Chesterfield, NH
LPL Financial
David Twombly's 40 years of experience and ChFC® designation equip him to address the financial complexities faced by Brattleboro's aging population, including retirement and wealth management. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee planning, he stands out by combining seasoned expertise with access to extensive resources and a broad client base.
Experience: 40 years
Avg account: $399,489
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Anthony H
CFP®, Series 65, Series 66, Series 63
Brattleboro, VT
Commonwealth Financial Network
Anthony Hemmelgarn's 23 years of experience and CFP® certification equip him to address Brattleboro's unique healthcare and aging population challenges through wealth management and retirement income strategies. Affiliated with Commonwealth Financial Network, a large firm offering flat-fee consulting and active portfolio management, he provides a blend of personalized service and robust institutional support that distinguishes him from other local advisors.
Experience: 24 years
Avg account: $568,323
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Travis S
Series 66
Brattleboro, VT
Ameriprise
Travis Shine specializes in retirement income strategy and Social Security optimization, making him well-suited to address the financial challenges faced by those approaching retirement in Brattleboro, VT. With 21 years of experience at Ameriprise, a large firm offering comprehensive retirement planning and a 0.15% AUM fee, he brings seasoned expertise and access to broad advisory and insurance solutions that may benefit clients managing healthcare and long-term care considerations.
Experience: 22 years
Avg account: $471,167
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Steven P
Series 63, Series 65
Brattleboro, VT
Citizens securities, Inc.
Steven Potwin's 18 years of experience and Series 63 and 65 licenses equip him to address financial planning needs in Brattleboro, VT, including tax-loss harvesting and passive investing strategies. Working at Citizens Securities, a large firm serving individual and high-net-worth clients, he offers both discretionary and non-discretionary investment solutions with a 0.50% annual AUM fee, distinguishing him from advisors at smaller firms.
Experience: 18 years
Avg account: $208,871
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Ana S
Series 63, Series 66
Brattleboro, VT
Edward Jones
Ana Saavedra's 22 years of experience and focus on retirement income strategy and multi-generational wealth transfer make her well-suited to address the financial challenges of Brattleboro's aging population. Working with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive wealth management approach with an annual program fee up to 1.35%, providing access to a broad network and diverse advisory programs.
Experience: 22 years
Avg account: $246,728
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