Burlington, VT

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Burlington, VT
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Best Financial Advisors in Burlington, VT

The highest-rated Financial Planning & Wealth Management companies out of 106 vetted & reviewed in the Burlington area.

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Herrick Limited

Herrick Limited

(3)
Individual Financial Services, Business Financial Services
“Knock on wood, I have never in all that time found even a small error in any of their work (I would certainly understand an occasional error, but that's how lucky I've been).”
In Business Since 1983
Transparent Fees & Pricing
Licensed, BBB Rating: A+
72 Main St, Burlington, VT
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Pathway Financial Advisors

Pathway Financial Advisors

(3)
“I engaged him as a Fee-Only CFP, and through his detailed analysis of my finances and through his genuine interest in me as a person he has been helping me feel comfortable enough to retire this year.”
In Business Since 2009
Licensed, BBB Rating: A+
2 Market St, South Burlington, VT 05403
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Quantum Leap Capital

Quantum Leap Capital

(2)
Insurance Checkup, Retirement Planning, Business Planning
“From helping me to sort out retirement accounts to providing direction on whether or not to move forward with buying condo, Brendan has been incredibly generous with his time and expertise.”
In Business Since 2012
Free Initial Consultation
3 Baldwin Ave, South Burlington, VT 05403
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Flood Financial Services

Flood Financial Services

Charitable Giving
“Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of jus...”
In Business Since 1999
Family Business
1233 Shelburne Rd # E3, South Burlington, VT 05403
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CK Financial Resources

CK Financial Resources

(6)
“If you are offering employee benefits in Vermont, contact Erik Kolomaznik from CK Financial Resources Positive Responsiveness, Quality, Professionalism, Value”
23+ Years Experience
50 Lakeside Ave, Burlington, VT
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Intrack Investment Management

Intrack Investment Management

(5)
  • Service
  • Results
“After experiencing a fraudulent attack on several of my bank accounts and investment portfolio, Brandon Tieso at In Track Investment was able to restore everything.”
In Business Since 2015
Pierson House (Suite D6B, 1233 Shelburne Rd, South Burlington, VT 05403
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Sequoia Financial Group

Sequoia Financial Group

(1)
“What an amazing gesture that really left an impact on a financial planner who goes out of his way to help out his clients!”
In Business Since 2020
126 College St # 350, Burlington, VT
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Hadley Financial Group

Hadley Financial Group

(1)
“Financial advice to match your risk tolerance and your personal goals.”
In Business Since 2012
Licensed
56 W Twin Oaks Terrace #1, South Burlington, VT 05403
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Broadlake Financial Management

Broadlake Financial Management

“Broadlake Financial is a fee-only advisory firm that's100% focused on the needs of our clients. Independently owned and operated, we receive no commissions or other compensation from your investments, so we'll never steer you to investment products t...”
In Business Since 2017
99 Swift St #305, South Burlington, VT 05403
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Hanson and Doremus Investment Management

Hanson and Doremus Investment Management

For Individuals, For Organizations
“We build long-term relationships with a common-sense approach that always places the client at the forefront of our thinking, decision-making and advice. As fee-only investment advisors, we have a legal, fiduciary responsibility to always act in our ...”
In Business Since 1999
Accepts Cash
Licensed, BBB Rating: A+
431 Pine St, Burlington, VT
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Commonwealth Financial Group

Commonwealth Financial Group

(3)
  • Space
  • Office
“I feel truly at home and taken care of when I come in here, knowing my financial goals are being considered holistically with a planning focus, rather than feeling like I am being sold on a product.”
In Business Since 2003
65 Main St Suite 201, Burlington, VT
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Our team had a blast attending Finseca's 2024 Leaders and Managers Program (LAMP), the largest gathering of the world’s most influential leaders in the financial security profession. The event was not only a chance for idea sharing and networking among industry peers but also a chance to celebrate our accomplishments in true CFG fashion.

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Gallagher, Flynn & Company

Gallagher, Flynn & Company

(1)
Transaction Advisory Services, HR Consulting, Tax Services
“If you have a business that needs their level of expertise, you'd be crazy not to consider these guys.”
In Business Since 1995
725 Community Dr # 401, South Burlington, VT 05403
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American Tax

American Tax

(2)
IRS Payment Plan, Non-Filed Tax Returns, Innocent Spouse Relief
“It is reassuring to have Scott, Don, Marianne and Jessica assisting with our business and personal taxes.”
In Business Since 1995
Transparent Fees & Pricing
1855 Williston Rd #5, South Burlington, VT 05403
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Bell Wealth Management

Bell Wealth Management

In Business Since 2004
Licensed, BBB Rating: A+
110 Kimball Ave # 240, South Burlington, VT 05403
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Rock Point Advisors

Rock Point Advisors

“Since our founding in 2004, our financial planning and investment management efforts have been guided by our fiduciary duty to our clients and our belief that doing what's right matters. We work hard to deliver practical advice and responsible invest...”
In Business Since 2010
Accepts All Major Credit Cards
77 College St, Burlington, VT
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Client Centered Financial

Client Centered Financial

Life Insurance, Financial Life Planning, Retirement Plans
“At Client Centered Financial we are passionate about our motto to “Prepare - Live Now - Live Well.” It is our ultimate intention for every client. We provide personalized financial services to individuals, families, and businesses, recognizing that e...”
In Business Since 2007
100 Dorset St Suite14, South Burlington, VT 05403
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Associates in Accounting PLC

Associates in Accounting PLC

Payroll Services, Small Business Accounting, Quickbooks Services
“Welcome to Associates in Accounting, PLC, a leading CPA firm in Burlington, Vermont. Our company is dedicated to providing accounting, tax, and consulting services to both businesses and individuals in the Champlain Valley area and beyond. All of our...”
In Business Since 2005
1035 Hinesburg Rd, South Burlington, VT 05403
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Champlain Investment Partners

Champlain Investment Partners

“We believe that investing in companies with sustainable competitive advantages, durable business models, sound balance sheets, capable and sincere management, and that are trading at valuations that each team deems reasonable, can, over time, provide...”
In Business Since 2004
180 Battery St, Burlington, VT
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Dempsey Investment Management

Dempsey Investment Management

“After I have designed your personal financial plan, yourportfolio will be managed directly by Dempsey Investment Management or will be delegated to one or more mutually agreed-upon Institutional Money Managers. Your portfolio may include, internation...”
In Business Since 2005
1233 Shelburne Rd Suite 410, South Burlington, VT 05403
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Community Financial Services Group

Community Financial Services Group

“Community Financial Services Group, LLC (CFSG) is the trust and investment management affiliate of Community National Bank, National Bank of Middlebury and Woodsville Guaranty Savings Bank. CFSG is also the trust and investment non-affiliate for Peop...”
In Business Since 2002
1795 Williston Rd, South Burlington, VT 05403
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Lavallee & Co

Lavallee & Co

(2)
Quickbooks Services, Services For Individuals, Tax Services
“Dave has been out accountant for years and is great to deal with and very good at what he does”
Offers Financing Options
In Business Since 2005
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Serving Burlington Area
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Unsworth Laplante

Unsworth Laplante

(15)
Legacy Planning, Pet Planning, Long-Term Care Planning and Elder Law
“As a nurse working on the front lines with COVID patients i wanted to get my affairs in order to help mitigate some anxiety related to my work environment.”
In Business Since 2004
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Burlington Area
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Birch Tree Tax

Birch Tree Tax

“Birch Tree Tax was founded in 2014. We specialize in personal tax returns of all types as well as small business tax returns that include, LLCs, Sole Proprietors, S-Corps, Partnerships and C Corporations. We focus on providing tax preparation and pla...”
In Business Since 2016
Licensed, BBB Rating: A+
Serving Burlington Area
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Davis & Hodgdon Associates Cpas

Davis & Hodgdon Associates Cpas

(1)
, By Type
“I have worked with several members of the D&H team - tax planning, financial planning and tax preparation.”
In Business Since 1985
Accepts Cash, Check, Debit, Invoicing available
Licensed, BBB Rating: A+
Serving Burlington Area
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Retirement Planning and Investment Management Services in Burlington, VT Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 279 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 279 cost profiles.

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