Burlington, VT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mascoma Wealth Management
Team
Firm-wide stats for Mascoma Wealth Management
About
Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals and families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. Services include discretionary and non‑discretionary investment management, ERISA‑aware retirement plan advisory, and integrated financial planning as part of its advisory engagement.
The firm’s investment approach is fiduciary‑driven and centers on a predominantly ETF‑based core for diversified, low‑cost exposure, supplemented by active and strategic allocations as warranted by the Investment Committee. An in‑house Investment Committee meets regularly and leverages partnerships with large money managers, third‑party sub‑advisers (including 55ip for tax‑loss harvesting and JPMIM for direct indexing), and independent analytics in constructing and vetting portfolios.
Mascoma Wealth Management is an SEC‑registered advisor that operates as a wholly owned subsidiary of Mascoma Bank, a banking affiliation that informs trustee services and creates potential conflicts of interest disclosed in its brochure. The firm’s combination of bank affiliation, explicit municipal client relationships, required custody through a single custodian, and use of subsidized tax‑harvesting services tied to specific fund allocations distinguishes it from many peers.
Based on Mascoma Wealth Management
Location
180 Battery Street, Suite 205
Burlington VT 05401
Advisors at this office
5
Advisors at this office
Bethany D
Series 65
Burlington, VT
Mascoma Wealth Management
Bethany Dubuque is a financial advisor at Mascoma Wealth Management with six years of industry experience. She holds a Series 65 designation and has previously worked at People's United Bank before joining Mascoma Bank in 2021. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach focused on diversified, low-cost ETF-based core portfolios supplemented by active and strategic allocations, supported by an in-house Investment Committee.
Zuzana B
CFP®
Burlington, VT
Mascoma Wealth Management
Zuzana Brochu is a CFP® professional with eight years of industry experience, currently serving at Mascoma Wealth Management since 2022. Her prior experience includes four years at People's United Advisors, Inc. and sixteen years at People's United Bank, N.A. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a diversified, low-cost ETF core, supplemented by active and strategic allocations guided by an in-house Investment Committee.
Joplin W
Series 65
Burlington, VT
Mascoma Wealth Management
Joplin Wallace is a financial advisor at Mascoma Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Mascoma Bank, Ledyard National Bank, and BaySon Company. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations reviewed by an in-house Investment Committee.
Jeffrey N
Series 65, Series 66
Burlington, VT
Mascoma Wealth Management
Jeffrey Nowell is a financial advisor at Mascoma Wealth Management in Burlington, VT, holding Series 65 and Series 66 licenses with 15 years of industry experience. He has worked at Mascoma Wealth Management since 2021 and previously spent 13 years at People's United Advisors, Inc., and 7 years at Ameriprise. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profits, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on diversified, low-cost ETF exposure, supplemented by active strategies vetted by an in-house Investment Committee.
Matthew L
Series 65
Burlington, VT
Mascoma Wealth Management
Matthew Little is a financial advisor at Mascoma Wealth Management with one year of industry experience. He holds a Series 65 designation and previously practiced law at The Law Office of Matthew C. Little PLLC for nine years. Mascoma Wealth Management provides comprehensive financial planning and customized portfolio management to individuals, families, high net worth clients, non-profit institutions, employee retirement plans, and municipal entities. The firm employs a fiduciary-driven investment approach centered on a predominantly ETF-based core, supplemented by active and strategic allocations, supported by an in-house Investment Committee and partnerships with third-party sub-advisers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)