Top financial advisors in Rutland, 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 managing wealth in Rutland, VT, you might face unique challenges like planning for healthcare access in a rural setting or preparing for retirement amid an aging population. Without advisors familiar with these local factors, you risk missing critical elements that affect your financial security.
- Local healthcare insight. Confirm how they incorporate rural healthcare access into your long-term plans.
- Retirement timing. Ask how they adjust strategies for an aging demographic with potentially different income needs.
- Experience with local firms. Look for advisors who understand the regional economic environment and its impact on investments.
- Holistic risk management. Ensure they consider risks unique to rural living, such as emergency fund adequacy and insurance coverage.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Dana J
Series 63, Series 66
Rutland, VT
STIFEL
Dana Jones offers extensive expertise in general retirement and income planning, supported by 25 years of experience and Series 63 and 66 designations. Based in Rutland, VT, he works with Stifel, a large firm known for its proprietary analysis and probabilistic modeling, serving diverse clients including individuals and institutions, which may provide a broad perspective compared to smaller local advisors.
Experience: 25 years
Avg account: $773,556
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Joseph D
Series 63, Series 65
Portland, ME
UBS Financial Services
Joseph Dieterle III offers extensive expertise in retirement planning and cash flow management, crucial for navigating Rutland's rural healthcare and aging population challenges. With 35 years of experience at UBS Financial Services, a large firm known for research-driven strategies and serving high-net-worth clients, he brings seasoned insight and access to institutional resources that differentiate him from other local advisors.
Experience: 36 years
Avg account: $693,691
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Justin P
Series 66
Rutland, VT
Edward Jones
Justin Pill offers retirement income strategies and business owner retirement plans, which are crucial for managing wealth in Rutland's unique economic environment. With two years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse investment strategies and a program fee up to 1.35% annually, distinguishing him from advisors with smaller firm affiliations.
Experience: 2 years
Avg account: $246,728
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Robert S
Series 66
Rutland, VT
Morgan Stanley
Robert Stedman offers financial guidance in Rutland, VT, with 14 years of experience and a Series 66 license, focusing on general estate planning. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, he provides access to structured planning tools and a broad range of advisory programs, distinguishing him from advisors at smaller local firms.
Experience: 14 years
Avg account: $670,481
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Collin F
Series 66
Rutland, VT
Global Assets Advisory, LLC
Collin Fingon offers over two decades of experience in wealth management and retirement plans for business owners, making him well-suited to address the financial challenges faced by clients in Rutland, VT. His firm provides customized portfolio management with a variety of investment options, and his flat-fee and negotiable fee structures offer flexibility compared to other advisors in the area.
Experience: 22 years
Avg account: $212,910
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