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You have many rights regarding your personal data, including seeing what data we access, and updating your information. We'll sometimes share data with third parties to help us provide a better service for you. Helping professionals make better financial decisions Proudly delivering award-winning financial advice. Already a client of ours? Log into our Client Portal. See how we can help you with Cash Flow Planning. Create your own Cash Flow. Charity Walk. Our Services. Wealth Management.

Corporate Services. Our Team. Want to jump straight to the best advisor? Most people definitely prefer working with SmartAsset for their advisor needs. Burlington is the most populous city in Vermont, so finding a financial advisor can be challenging in a sea of options.

Benzinga has compiled a list of best financial advisors in Burlington to narrow your options and make the choice easy. Rock Point Advisors is a wealth advisory firm that offers financial planning and investment management services. The firm uses a personalized planning process. To begin, you and your advisor will have in-depth conversations to define your goals. An investment portfolio is designed for your unique circumstances and goals. The firm provides reports regularly through continuous evaluation of your progress.

Reach out to our team to improve your companies visibilty. Available for Premium. M1 Finance is a money management platform that gives you complete control of how you want to invest, borrow or spend your money. M1 includes the following for free:. Upgrade to an M1 Plus account for more perks.

You can also invest with a 2nd daily trade window. Raymond James serves clients through 8, financial advisors in the United States, Canada and overseas. Betterment is an app that provides cash management and guided investment. Betterment gathers information when you sync your outside accounts and helps you set financial goals through investment portfolios.

You can opt for either Betterment Digital or Premium. The Digital plan has an annual fee of 0. There is no minimum balance required. The Premium plan has an annual fee of 0. True North Financial Planning is a fee-only fiduciary that offers a range of financial services.

As a fiduciary, the firm provides unbiased and objective advice with no agenda to receive commissions or referral fees. Personal Capital links your accounts to give a clear view of your net worth and cash flow. You can also use its free planning and analytical tools for budgeting, retirement planning, education planning and much more. Personal Capital offers managed services if you want to include human advising. There is a 0. The fee can go as low as 0. Westview Investment Advisors is a fee-only fiduciary that offers financial planning and investment management.

The firm also offers financial services for small businesses and nonprofit organizations. The firm takes a balanced investing approach known as growth at a reasonable price GARP. This is a balance between value investing and growth investing.

Most of its portfolios are balanced with a custom mix of stocks, bonds, cash and other asset classes. It provides financial planning for individuals, retirement plans, corporations and endowments. The firm offers customized investment portfolio management and advice on tax efficiency and Social Security.

It can also help develop an investment policy statement, investment strategies or donor strategies for institutions. Professional advisors specialize in debt management. Your advisor can offer you tax-optimization strategies, smart investment allocations and other solid advice to free you from debt the quickest way possible. There are multiple certifications that qualify a financial planner. You can make the most of your finances with the help of robo-advisor or human financial advisor.

The right advisor can bring you confidence as you work toward your short- and long-term financial goals. To determine the top financial advisors in Burlington, Vermont, we pored through all SEC-registered advisory firms who have an office in Burlington. We winnowed the list by only including advisors that are registered fiduciaries, have no past disclosures and have minimal personal conflicts of interest.

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Jared Rubin. Jason Alvarez De Sotomayor. Joshua Andreasen. Advisors at This Location William Eaton. James Peters. Mitchell Goldfeld. Deborah Friend. Juan Donabedian. Advisors at This Location Susan Wilson. Amy Moore. Michael Nahill. Robert Kostigen. Karen Himmel. Mark Buchanan. Robert Vanasse. Kathleen Richards. John Flynn. Michael Caputo. Thomas Caputo. Vincent Zaccardi. Shelly Coville. Paul Brandon. Sarah Merkle. Karen Cagnina. Armand Bassi. Chad Battaglia. Christopher Mc Cauley. Kevin Dunn.

Brittany Lecolst. Sylvia Kombouras. Olivia Gierlich. Nicholas Zaccardi. Vesela Karachorova. John Vanasse. Ian Stauder. Alexander Smith. Kenneth Simon. Christopher Arrigg. Katie Soule. Nicholas Mc Cauley. Most financial advisors will give you an initial meeting for free. Bark makes it simple to find and hire a Financial Advisor from the comfort of your home.

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Piano Lessons. Singing Lessons. Airport Transfers. General Photography. Graphic Design. Immigration Attorneys. Wills and Estate Planning. Find a Financial Advisor in Burlington. Where do you need Financial Advisors? Need to find an Financial Advisor in Burlington? Find an Financial Advisor in Burlington today! Get quotes from Financial Advisors near you. Popular Financial Advisors.

RBC Financial Planner. Adam Clay - Private Wealth Advisor. LigonLevy Wealth. Financial Group Inc. IG Wealth Management. Metherell Financial. What does a Financial Advisor do? What to look for in a Financial Advisor. Different types of Financial Advice. Do I need a Financial Advisor? What are the different types of Financial Advisors? Questions to ask a Financial Advisor. How much does a Financial Advisor cost? Can I find a Financial Advisor online?

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Jack Lumsden has been confidently helping families in Burlington as a financial advisor manage their wealth for over 20 years. Halton Wealth Management Investments offers investment and financial planning services in Burlington, Hamilton and Oakville. Contact us for more today. Top Financial Advisors in Burlington, VT ; Hanson & Doremus Investment Management. Hanson & Doremus Investment Management · $,, · 8.