10 Best Financial Advisors in Vermont (for 2019)

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Ryan Friend

September 18, 2019  •  4 min read

Vermont is well known for its great ski resorts, maple syrup, and frigid winters. The Green Mountain State is also home to plenty of excellent financial advisors that are happy to work with successful individuals like yourself. We understand the need for such help considering how complicated the financial world can be, and as such we have compiled a list of the absolute best financial advisory firms in the state of Vermont for your convenience.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Here are our top picks for a financial advisory firm for the state of Vermont:

Jim Mirenda, CFP

Jim Mirenda is a financial advisor in East Dorset, Vermont. Mirenda is a certified financial planner (CFP) and works on a fee-only basis. This means that he does not get paid commissions for selling products to you. Mirenda is a graduate of Lehigh University, Cornell University, and the College of Financial Planning.

Jim Mirenda offers a wide variety of financial planning services, including investment management, college education planning, and retirement income planning. Mirenda prefers to work with retirees, people close to retirement, business owners, executives, people who have suddenly come into a lot of money, and people who are wary of working with the standard Wall Street types.

You can expect the following working with Jim Mirenda, CFP:

  • A fee-only compensation structure
  • Comprehensive financial planning based on your individual needs and goals
  • Periodic rebalancing of your portfolio according to asset performance

Post Investment Management 

Post Investment Management is run by Peter W. Post, CFP. Peter has been working as a financial advisor since the year 1996. Post Investment Management focuses on providing you with a warm and personal service experience while also providing you with highly customized financial plans that take your complete financial situation into consideration.

Risk management is at the core of the investing strategy of Post Investment Management. If you do not have any concrete financial goals, then Post Investment Management will help you to identify them and will then craft a financial plan that takes these goals into consideration.

You can expect the following working with Post Investment Management:

  • A fee-only compensation structure
  • A strong focus on comfort and communication
  • Educational resources and opportunities on their website so you can help yourself to better plan for the future

Milne Financial Planning 

Milne Financial Planning is run by Jamie Milne, CFPCDFA and has been in business since 1996. Milne Financial Planning is an independent company and will not sell insurance products to you. Professionals working at the company will not get any commissions. The only way that they make money is from the fees that they charge you for their financial planning services.

There are several talented financial planners on the Milne Financial Planning staff with decades of experience between them all. If you work with this company, they will create a custom investment portfolio for you based on your specific needs and financial goals.

You can expect the following working with Milne Financial Planning:

  • A fee-only compensation structure
  • Long-term relationships that are built on trust
  • A strong focus on getting clients set up properly for retirement

Dempsey Investment Management 

Dempsey Investment Management is in the Burlington Vermont area and run by Donald Dempsey, Jr., CFP. He is a graduate of the University of Vermont and the College of Financial Planning in Denver, Colorado. Dempsey is also a member of the National Association of Personal Financial Planners.

Dempsey Investment Management can help you with setting up college funds, planning for retirement, managing your investment portfolio, balancing that portfolio according to your individual liquidity needs, managing risk tolerance, and other financial goals. Additionally, Dempsey Investment Management can do a complete audit of your finances to make sure that you are living well within your means and are saving properly.

You can expect the following working with Dempsey Investment Management:

  • A fee-only compensation structure
  • Help setting up IRAs and other retirement accounts
  • Advice regarding other issues such as insurance

Pathway Financial Advisors, LLC 

Pathway Financial Advisors, LLC is a financial advisory firm that is in South Burlington, Vermont. They have a team of highly skilled financial advisors who have decades of financial planning experience under their belts. Considering itself to be the personal CFO for all of its clients, Pathway offers the following financial planning services: investment managementestate planningtax planning, risk management, legacy planning, philanthropic planning, and retirement planning.

The first step the firm will take is to sit you down with a financial advisor in order to establish an investing mission, which will play the main role in decisions the firm makes. The specific strategy that is used for you will depend heavily on your liquidity needs, risk tolerance, and financial goals. The company frequently invests in stocks, mutual funds, bonds, and ETFs.

You can expect the following working with Pathway Financial Advisors:

  • A fee-only compensation structure to eliminate conflicts of interest
  • A high level of personal care and attention when receiving financial services or advisory services
  • A focus on creating long-term relationships that are intended to be multi-generational

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Working with a top-tier financial advisory firm can save you time and money while you work on your retirement plan. If you are serious about your financial future, then you should strongly consider working with one of the investment advisors on this list. We encourage you to take some time to put in extra research and find the perfect fit for you. Whatever you wind up doing, we wish you nothing but financial success in the future.