Top financial advisors in Burlington, 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.
If you're planning for retirement in Burlington, VT, you might face unique challenges like managing healthcare access in a rural setting or addressing the financial needs of an aging family. Without focused guidance, it's easy to overlook how these local factors affect your income and long-term care planning.
- Healthcare access planning. Ask how they incorporate local healthcare availability into your retirement income strategy.
- Aging demographics insight. Confirm they understand the financial implications of supporting aging family members nearby.
- Income sequencing. Look for advisors who can help you plan withdrawals to balance taxes and cash flow over time.
- Local cost considerations. Ensure they factor in Burlington's living costs and potential changes when projecting your retirement budget.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Anastasia S
Series 66
Burlington, VT
Mass Mutual Investors Services
Anastasia Surmava is equipped to address retirement planning challenges in Burlington, VT, with expertise in cash flow and budgeting, multi-generational wealth transfer, and estate planning. Working at Mass Mutual Investors Services, a large firm offering tailored investment strategies, she brings four years of experience and a background as a founder and attorney, which may provide a broader perspective compared to other advisors in the area.
Experience: 5 years
Avg account: $249,379
-
Max R
CFP®, ChFC®, Series 63, Series 65
Burlington, VT
LPL Financial
Max Rooney's 17 years of experience and CFP® and ChFC® credentials equip him to address retirement planning challenges in Burlington, including income sequencing and local cost considerations. Affiliated with LPL Financial, a large national firm offering flat-fee and hourly financial planning services, he combines extensive research-backed investment approaches with expertise in college savings, differentiating him from advisors focused solely on retirement income.
Experience: 17 years
Avg account: $399,489
-
Amos R
Series 65, Series 66, Series 63
Burlington, VT
Charles Schwab
Amos Robinson's 25 years of experience and expertise in multi-state taxation and real estate investing equip him to address complex retirement planning needs in Burlington, VT, including local cost considerations and income sequencing. As a seasoned advisor at Charles Schwab, he serves high-net-worth clients with a 0.80% AUM fee, offering access to alternative investments and managed accounts, distinguishing him from advisors at smaller firms.
Experience: 25 years
-
Christopher M
Series 65
Burlington, VT
One Day In July LLC
Christopher Mc Keown in Burlington, VT, offers retirement planning with a focus on low-cost, passive investing and ESG considerations, which can help address local cost and income sequencing challenges. His firm, One Day In July LLC, provides flat-fee, discretionary portfolio management and serves a diverse client base including high-net-worth individuals and trusts, differentiating him through specialized environmental investing options and a fee structure that includes flat rates for held-away accounts.
Experience: 1 year
Avg account: $983,464
-
Timothy C
Series 66
Burlington, VT
Merrill
Timothy Candon specializes in retirement income strategy and wealth management, making him well-suited to address Burlington's unique retirement challenges like healthcare access and aging family needs. With over 22 years of industry experience, a CFP® certification, and access to Merrill's extensive resources, he offers a large-firm advantage and personalized solutions for mid-career professionals and parents in the area.
Experience: 10 years
Avg account: $860,085
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Burlington, VT
Find advisors by type
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")