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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Michael Himmel, CFP®

P.O.Box 1218
Manchester , VT 05254-1218
View on Map
(772) 234-6455

Compensation Method: Fee Only
Minimum Investable Assets: $5,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Peter W. Post, CFP®

Post Investment Management

294 Clark Rd
Charlotte, VT 05445-9119
View on Map
(802) 425-2076

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Todd Toensing, CFP®

Essex Asset Management Group

63 main street
Essex Junction, VT 05452-3122
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(802) 879-1881

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Planning

Contact
David W. Otto, CFP®

Otto & Associates

PO Box 1203
261 Main Street
Norwich, VT 05055-1203
View on Map
(802) 649-1946

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Rene Ann Pochop, CFP®

Pochop Financial Management, Inc.

1233 Shelburne Road
Suite 420
South Burlington, VT 05403-7752
View on Map
(802) 865-4900

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Brigette L. White, CFP®

Associates in Finl Planning

346 Shelburne Rd
Burlington, VT 05401-4935
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(802) 863-5534

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Jason J Frank, CFP®

Morgan Stanley

69 Swift St Fl 4
South Burlington, VT 05403-7313
View on Map
(802) 652-6048

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Investment Management

Contact
Scott Dana Gordon-Macey, CFP®

MetLife

441 W River Rd
Rte 30
Brattleboro, VT 05301-9006
View on Map
(802) 254-7756

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits

Contact
Christine Doreen Moriarty, CFP®

MoneyPeace, Inc.

PO Box 293
Bristol, VT 05443-0293
View on Map
(802) 453-5913

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Planning for Couples

Contact
Edward Murphy, CFP®

A M Peisch & Company, LLP

401 Watertower Cir Ste 302
Colchester, VT 05446-1928
View on Map
(802) 654-7255

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Tax Planning

Contact
Robert B Elmes, CFP®

Main Street Financial Planning

258 Sherburne Pl
Lyndonville, VT 05851-9176
View on Map
(802) 343-0176

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact
Scott A Beaudin, CFP®

Pathway Financial Advisors LLC

110 Main St
Suite 401
Burlington, VT 05401-8451
View on Map
(802) 660-7086

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Wm. Brendan Walsh, CFP®

Ameriprise Financial Services,

110 Main St Ste 102
Burlington, VT 05401-8451
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: $175,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Donald F. Dempsey, CFP®

Dempsey Investment Management,

PO Box 1591
Williston, VT 05495-1591
View on Map
(802) 764-5815

Compensation Method: Fee Only
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Joseph P Preddy, CFP®

Community Financial Services Group, LLC

316 North Main Street
Barre, VT 05641-4105
View on Map
(802) 479-0645

Compensation Method: Salary
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management

Contact
Travis C Shine, CFP®

Ameriprise Financial

114 Main Street
2nd Floor
Brattleboro, VT 05301-3708
View on Map
(802) 257-5500

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Christopher H. Rhim, CFP®

Green View Advisors

326 Main St # 3
po BOX 231
Norwich, VT 05055-4418
View on Map
(301) 655-4970

326 Main St # 3
po BOX 231
Norwich, VT 05055-4418
View on Map

Compensation Method: Fee Only
Minimum Investable Assets: $400,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Investment Management

Contact
Kenneth C. Kowalewitz, CFP®

Morgan Stanley Smith Barney

P.O. Box 1095
Burlington, VT 05402-1095
View on Map
(802) 652-6068

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Retirement Planning

Contact
Michael J. Mathon, CFP®

Ameriprise Financial Services,

110 Main St Ste 300
Burlington, VT 05401-8439
View on Map
(802) 861-4040

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Benjamin A. Russell, CFP®

Ameriprise Financial Services, Inc.

905 Roosevelt Hwy
Suite 220
Colchester, VT 05446-4475
View on Map
(802) 654-8800

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Estate Planning, Insurance Planning, Investment Planning, Retirement Income Management, Retirement Planning, Tax Planning

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