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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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
3 Baldwin Ave, South Burlington, VT 05403
Featured

Quantum Leap Capital is a Burlington, Vermont-based financial business that offers a wide variety of investment options for our clients. We have partnered with some of the most reputable and well-known companies in the industry to offer you a diverse selection of products to choose from. Find out more about our financial planning services at...

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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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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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Hadley Financial Group

Hadley Financial Group

(1)
Retirement Income  , Legacy Planning, Long Term Care Insurance  
“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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CK Financial Resources

CK Financial Resources

(3)
“I would highly recommend an initial conversation (at the least) with Erik to anyone in my circle who wants kind and expert guidance to "look under the hood" of their financial situation and realize confidence and security in a strategy forward.”
23+ Years Experience
50 Lakeside Ave, Burlington, VT
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Dakota Brizendine

Dakota Brizendine

(2)
“I first came to her knowing very little and she very kindly walked me through the complex field of money management and financial goals.”
In Business Since 2003
65 Main St Suite 201, Burlington, VT
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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 1997
Accepts Cash
Licensed, BBB Rating: A+
431 Pine St, Burlington, VT
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Gallagher, Flynn & Company

Gallagher, Flynn & Company

Transaction Advisory Services, HR Consulting, Tax Services
“Pursuing a rewarding career at GFC doesn't mean sacrifice in other areas of your life. At GFC, we deeply value the peace of mind that can only arise when a healthy balance between work and life is realized. At GFC, your passions aren't merely fulfill...”
In Business Since 1995
725 Community Dr #401, 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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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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Rock Point Advisors

Rock Point Advisors

“Any way you look at it, investment returns so far this year are among the worst on record. Not since 1970 have stocks dropped 20% in the first six months. Foreign stocks haven't done any better, in part because most currencies have lost significant g...”
In Business Since 2008
Accepts All Major Credit Cards
77 College St, Burlington, VT
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Intrack Investment Management

Intrack Investment Management

“InTrack Investment Management clients and their families know that we are always there to help them navigate change and stay on course to achieving their long-term goals. We do this by integrating our deep understanding of their individual circumstan...”
In Business Since 2015
Suite D6b, 7753, 1233 Shelburne Rd, South Burlington, VT 05403
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Dempsey Investment Management

Dempsey Investment Management

“After I have designed your personal financial plan, your portfolio 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, internatio...”
In Business Since 2005
1233 Shelburne Rd Suite 410, 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
Free Initial Consultation
1035 Hinesburg Rd, South Burlington, VT 05403
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Ment Financial Group

Ment Financial Group

Resources For Cpas and Attorneys, Client Resource Center, Client Relationship Summary
“My undergraduate studies were completed at Arcadia University in 2007, where I focused on political science and economics. I was fortunate enough to experience two more study abroad programs; one in Beijing, China, and the other in London, England. A...”
In Business Since 1995
70 S Winooski Ave, Burlington, VT
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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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Manchester Capital Management

Manchester Capital Management

“We are a true multi-family office guided and owned by the families and partners we serve. We've pioneered innovative investment strategies, including direct real estate, and developed family office services that have transformed the concept.”
In Business Since 1997
30 Main St #320, Burlington, VT
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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

(9)
Legacy Planning, Medicaid Planning & Elder Law, Lgbtq Estate Planning
“The Unsworth team was extremely helpful in presenting and organizing all of our estate planning issues and explained technical legal issues in terms we could clearly understand .”
In Business Since 2004
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
Serving Burlington Area
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Castle Advisors

Castle Advisors

Affiliated Offices, Featured Links
“Life insurance has become one of the most complex instruments in the financial world. As a result, we believe specialized insurance expertise is now an absolute requirement of prudent financial management for businesses, trusts, family offices, non-p...”
In Business Since 2015
Offers Financing Options
Licensed, BBB Rating: A+
Serving Burlington Area
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Lomanto Provost Financial Advisors

Lomanto Provost Financial Advisors

(2)
Person Centered Financial Planning, Planning For the 15%
“He will tell you straight out about the pros and cons of any decision ,so you can make the best decisions in the retirement journey.”
In Business Since 2019
Serving Burlington Area
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Shelburne Fiduciary Partners | One Day In July

Shelburne Fiduciary Partners | One Day In July

(1)
“The experienced and talented team of investment professionals at Shelburne Fiduciary Partners, continue to far exceed my expectations (and industry standards) not only in performance, but communication and client/customer service.”
In Business Since 2015
Transparent Fees & Pricing
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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