Top financial advisors in South 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 managing wealth in South Burlington, VT, you might face unique challenges like planning for healthcare access in a rural setting or preparing for the financial impacts of aging. Without advisors familiar with these local factors, you risk missing critical elements that affect your long-term financial security.
- Healthcare access planning. Confirm how the advisor integrates local healthcare availability into your financial plan, especially as you age.
- Aging demographics insight. Ask how they adjust strategies to address the financial needs common in communities with older populations.
- Local cost considerations. Understand how they factor in regional living expenses and taxes that differ from urban areas.
- Experience with rural clients. Look for advisors who have worked with clients in similar rural settings to ensure relevant guidance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert T
Series 66
South Burlington, VT
Commonwealth Financial Network
Robert Torney offers expertise in retirement income strategy and wealth management, which are crucial for addressing aging demographics and healthcare planning in South Burlington, VT. His affiliation with Commonwealth Financial Network, a large firm with nearly 3,000 advisors, provides access to discretionary model portfolios and operational support, while his flat-fee consulting options offer flexible cost structures compared to typical AUM fees.
Experience: 14 years
Avg account: $568,323
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Joseph D
CFP®, Series 65
S Burlington, VT
Broadlake Financial Management
Joseph Diebold's 31 years of experience and CFP® certification equip him to address the financial complexities faced by South Burlington residents, including local healthcare and aging considerations. As part of Broadlake Financial Management, he offers discretionary asset management with a 1% AUM fee, serving individuals and non-profits through a tailored investment approach that combines fundamental, macro-economic, and technical analysis.
Experience: 31 years
Avg account: $868,345
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Cody G
Series 63, Series 66
South Burlington, VT
Eagle Strategies (NY Life)
Cody Greene offers expertise in retirement income strategy and plans tailored for business owners, making him well-suited for managing wealth in South Burlington's unique environment. His affiliation with Eagle Strategies, a large firm managing over $25 billion in assets, provides access to diverse investment options and flexible fee structures, including hourly and subscription plans, which may appeal to clients seeking personalized financial planning.
Experience: 7 years
Avg account: $235,446
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Jody W
CFP®, CFA®
South Burlington, VT
Farrow Financial Inc
Jody White's 17 years of experience and dual CFP® and CFA® credentials equip him to address South Burlington's unique financial challenges, including retirement and estate planning. His firm uses a global, research-driven investment approach and offers flexible fee options like flat fees and hourly consulting, catering especially to high-net-worth clients seeking independent advice in the region.
Experience: 17 years
Avg account: $1,443,743
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Jennifer M
CFP®, Series 66
South Burlington, VT
Edward Jones
Jennifer Murphy, a CFP®-certified advisor based in South Burlington, VT, specializes in retirement income strategy and plans for business owners, which can address local aging and financial planning needs. Working at Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive approach with a program fee up to 1.35% annually, serving diverse clients including women professionals and medical professionals.
Experience: 6 years
Avg account: $246,728
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