Top financial advisors in Vermont
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.
Choosing the right financial advisor means finding someone who understands the specific work you need done, not just picking from a large list. A common mistake is hiring an advisor without confirming they engage with your unique financial situation, leading to frustration down the line.
- Match on the actual work. Ask what the advisor handles day-to-day. If your focus is healthcare access planning or retirement in a rural setting, ensure they have experience with those issues.
- Fee model fit. Advisors may charge flat fees, hourly rates, or base fees on assets managed. Understand how they get paid to see if it aligns with your preferences.
- Continuity risk. If the advisor works solo and is nearing retirement, ask about their succession plan. In larger firms, find out who else on the team would be familiar with your file if your main contact is unavailable.
- Local knowledge. Given Vermont's rural lifestyle and aging population, an advisor familiar with healthcare access challenges can provide more relevant guidance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew M
CFA®, Series 65
Burlington, VT
One Day In July LLC
Matthew Mc Bride offers financial advisory services in Vermont with a focus on ESG and sustainable investing, passive/index investing, and real estate investing, making him suitable for clients interested in socially responsible portfolios. His firm, One Day In July LLC, provides discretionary portfolio management with a flat-fee structure and emphasizes low-cost, passively managed ETFs, differentiating him from advisors who may charge asset-based fees or focus on active management.
Experience: 3 years
Avg account: $983,464
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Danny L
Series 66, Series 63
Lincoln, VT
SPC
Danny Lattrell's 34 years of experience and expertise in retirement income strategy and income planning make him well-suited for clients seeking financial advisors in Vermont. Operating within SPC, a large firm with over 460 advisors and $5.66 billion in assets under management, he offers flat-fee segmented and comprehensive financial plans, providing a structured fee model that may appeal to clients preferring predictable costs.
Experience: 34 years
Avg account: $192,080
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Seamus B
CFP®, Series 66
Colchester, VT
Morgan Stanley
Seamus Byrne's experience with general estate planning guidance and CFP® certification equips him to address common financial planning needs in Vermont. Working at Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers access to extensive advisory programs and structured financial planning tools, distinguishing him from advisors at smaller firms or with less institutional support.
Experience: 3 years
Avg account: $670,481
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Deborah L
CFP®, Series 63, Series 66
Bennington, VT
Commonwealth Financial Network
Deborah Lane's extensive 33 years of experience and CFP® certification equip her to address financial advising needs in Vermont, including retirement income strategy and wealth management. Affiliated with Commonwealth Financial Network, a large firm supporting nearly 3,000 advisors, she offers flat-fee consulting services and combines active portfolio management with tax-loss harvesting, distinguishing her from others by blending personalized service with robust firm resources.
Experience: 33 years
Avg account: $568,323
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Christopher C
Series 65
Shelburne, VT
M. Kraus & Company
Christopher Capano offers expertise in wealth management, income planning, and cash flow budgeting, making him well-suited for clients seeking financial advisors in Vermont. His firm, M. Kraus & Company, employs a long-term, value-oriented investment approach with diversified portfolios, and he provides flat-fee advisory services, catering to high-net-worth individuals with over 20 years of industry experience in Shelburne, VT.
Experience: 21 years
Avg account: $2,477,066
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