Wealth Management Firms Burlington VT

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Burlington, VT. We have compiled a list of businesses and services around Burlington, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Jamie Milne
Milne Financial Planning, Inc.
(802) 476-0602
76 Ethan Allen Drive, Suite 4
South Burlington, VT
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Socially Responsible Investments, Investment Advice without Ongoing Management, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BS, CDFA, CFP®, MBA

Donald Dempsey
Dempsey Investment Management, LLC
(802) 764-5815
PO Box 1591
Williston, VT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Marc V. Fragola, CFP®
(802) 865-5000
620 Hinesburg Rd
South Burlington, VT
Firm
Fleischer Jacobs Group
Areas of Specialization
Comprehensive Financial Planning

Data Provided By:
Mr. Gregory A. Mclenithan, CFP®
(802) 860-9990
1233 Shelburne Rd
South Burlington, VT
Firm
McLenithan Financial
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Glenn A. Jarrett, CFP®
(802) 864-5951
1795 Williston Rd
South Burlington, VT
Firm
Jarrett Law Office, PLC
Areas of Specialization
Elder Care, Estate Planning, Special Needs Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Scott Beaudin
Pathway Financial Advisors, LLC
(802) 660-7086
110 Main Street, Suite 401
Burlington, VT
Expertises
Hourly Financial Planning Services, High Net Worth Client Needs, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Jason J Frank, CFP®
(802) 652-6048
69 Swift St.
South Burlington, VT
Firm
Morgan Stanley
Areas of Specialization
Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Investment Management

Data Provided By:
Mr. Jared A Larrow, CFP®
(802) 865-2326
2 Church St Ste 4F
Burlington, VT
Firm
Ameriprise Financial Services
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Planning for Couples, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mrs. Rebecca K. Walsh, CFP®
(802) 660-7086
110 Main St Ste 401
Burlington, VT
Firm
Pathway Financial Advisors, LLC

Data Provided By:
Mr. Michael J. Mathon, CFP®
(802) 861-4040
110 Main St Ste 300
Burlington, VT
Firm
Ameriprise Financial Services,

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874