When looking for a Vermont financial advisor, here are some important considerations for you to keep in mind.
It is common that a new client looking for a Vermont financial advisor will bring in statements, and we will see many high-fee mutual funds, annuities, and other instruments in their accounts that promise to benefit the financial industry more than the investor.
If you are looking for a Vermont financial advisor, we encourage you to contact us to set up a free consultation via phone or in person with one of our advisors in Burlington, Shelburne, Rochester or Stowe.
By using index funds and charging low fees, our financial advisors aim to improve investment management in Vermont and nationwide.
With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.As Vermont financial advisors, we invite you to learn more about our services here.
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Shelburne, VT 05482
Burlington, VT 05401