A complete list of active advisors currently associated with B.W. Belisle Planning & Strategy Company LLC

Warmer can help you find a great advisor at B.W. Belisle Planning & Strategy Company LLC or one who fits your needs even better.

The firm provides investment supervisory services and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. It advises on diversified portfolios that may include mutual funds, equities, fixed income, ETFs, REITs, insurance products and options strategies. The firm develops individualized Investment Policy Statements and tailors recommendations to each client's goals and restrictions rather than relying on model portfolios, using fundamental, technical, charting, and cyclical analysis and employing long‑ and short‑term trading and options where appropriate. It operates primarily on a non‑discretionary basis, with client authority retained for trades, and conducts periodic account and plan reviews (at least monthly for investment accounts). Noteworthy features include an affiliation with an accounting/tax preparation business owned by the firm’s principal, and a client roster that explicitly includes charitable organizations—both of which are uncommon for firms in this category. The firm also reports essentially all assets as non‑discretionary (approximately $16.56 million as of December 2025) and discloses that it does not accept third‑party sales compensation or participate in wrap fee programs.

To learn more about the advisors currently working at B.W. Belisle Planning & Strategy Company LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Bryan Belisle	South Burlington, VT	25

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