Top 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.
You might seek a financial advisor in Vermont when you're navigating complex local tax rules or planning for retirement in a state with unique cost-of-living factors. Without an advisor familiar with Vermont's specific financial landscape, you risk missing opportunities or misjudging state-related expenses.
- Local tax expertise. Confirm how they handle Vermont's income and property tax nuances to optimize your tax situation.
- Retirement cost planning. Ask how they factor Vermont's living costs and healthcare options into your retirement income strategy.
- Investment approach. Look for advisors who tailor portfolios considering Vermont's economic sectors and your personal goals.
- Estate considerations. Discuss how they address Vermont's estate and inheritance laws to protect your assets and heirs.
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 advice in Vermont with a focus on ESG and passive investing, which can help clients align their portfolios with sustainable values while considering local economic factors. His firm, One Day In July LLC, provides discretionary portfolio management with a flat fee of 0.50% annually for certain accounts, serving a diverse client base including individuals and trusts, which may appeal to those seeking cost-effective, independent advice in Burlington and surrounding areas.
Experience: 3 years
Avg account: $983,464
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Kenneth D
Series 63, Series 65
Parsippany, NJ
Primerica Advisors
Kenneth Detz brings over three decades of experience and specializes in business exit strategies and tax-loss harvesting, which can be valuable for clients managing complex financial transitions. Operating within Primerica Advisors, a large firm offering flat-fee and subscription-based planning, he serves self-employed and business owner clients, providing a broad range of investment and insurance products that may complement Vermont-specific financial needs despite being based in New Jersey.
Experience: 34 years
Avg account: $230,599
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Danny L
Series 63, Series 66
Lincoln, VT
SPC
Danny Lattrell's 34 years of experience and expertise in general retirement planning, income planning, and Social Security optimization make him well-equipped to address Vermont's unique retirement and tax challenges. Operating within SPC, a large firm managing $5.66 billion in assets, he offers flat-fee financial planning and retirement consulting, distinguishing him from advisors who may charge based solely on assets under management or hourly rates.
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 Morgan Stanley equips him to navigate Vermont's unique financial landscape, including estate planning and local tax considerations. As a CFP®-certified advisor at a large firm managing $2.74 trillion in assets, he offers structured financial planning and advisory services, distinguishing him from smaller local advisors by leveraging extensive resources and a broad client service platform.
Experience: 3 years
Avg account: $670,481
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Marjorie N
Series 63, Series 65
Mountainside, NJ
Woodstock Wealth Management, Inc.
Marjorie Netkin's extensive 39 years of experience and leadership at Woodstock Wealth Management equip her to navigate complex financial landscapes, which can be valuable for clients seeking financial advisors in Vermont despite her New Jersey location. Her firm offers flexible fee structures including flat fees and hourly rates, and provides tailored investment strategies with access to third-party asset managers, distinguishing her from advisors focused solely on local markets.
Experience: 39 years
Avg account: $426,997
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