Financial Advisors in Rutland, Vermont (Rutland County)

Susan Goodell, BA, CFP, M.Ed.
Otto & Associates is a Fee-Only financial planning firm providing a full range of financial planning services which includes consultation and expertise in the following areas: Investments, Retirement Planning, Budgeting and Cash Management, Tax Planning, Insurance Analysis, Estate Planning and Education Planning. “Fee-Only” means that we do not receive commissions or payments from anyone other than our clients. We take a comprehensive look at our clients’ financial situation and offer a balanced, integrated strategy to best serve their needs. ... See More

Christopher Rhim, CDFA, CFP
We are dedicated to comprehensive financial planning; take a holistic view of our clients and their lives; act as fiduciaries while placing our clients needs first and disclose conflicts of interest. Our primary services include: * Investment Mangement * Divorce financial analysis - for those contemplating or entering into divorce * Financial Planning
It is a primary objective of the firm to enable and empower our clients to focus and achieve on their immediate, short and long-term goals.... See More

Gary Link, CFP, RICP
Red Lighthouse Investment Management (Red Lighthouse) is an independent, fee-only, SEC-registered investment advisory firm based in New York City. Our mission is to help our clients build and preserve wealth. We provide you with a broadly diversified portfolio customized to your needs. We focus on asset allocation, providing structured portfolio management. Within each asset class, we primarily use index funds and other “passive” products. Red Lighthouse constructs portfolios to match your unique risk tolerance, financial objectives, and individual requirements. Our use of low-fee, tax-efficient funds better enables you to meet your financial goals. Once your investment policy is established, we are disciplined about rebalancing, to avoid the trap of buying high and selling low.
We take a comprehensive, long-term view of your financial goals and resources, taking into account retirement needs, your unique tax situation, your estate plans and insurance requirements. We coordinate with your expert advisors: estate attorneys, tax advisors, and insurance specialists to ensure all aspects of your wealth plan are implemented and maintained.... See More

Peter Post, CFP
Post Investment Management has been helping people achieve their financial goals and dreams since 1996. Comprehensive Financial Planning brings together all aspects of your financial life and creates a roadmap for the future. Retirement Planning, College Funding, Tax and Estate Planning, Personal Goal Prioritization and development of an Investment Allocation and Implementation Plan, among others, are all important parts of the planning process. We can help you identify the entire course of action or with specifics parts, as needed. Once an action plan is determined, we can implement, monitor, and manage your ongoing Investment Plan for you, while keeping your Financial Plan up to date. A plan is continually evolving, as the circumstances in your life change with all of the events of life: job changes, relationships, births, deaths, retirement, etc. Please visit our website at www.postinvestment.com for more information.... See More

Daryl Spirka, CFP, CPA
Williams Financial, LLC provides Fee-Only financial planning, investment advice, and investment management services. Our goal is to provide oversight and guidance to our clients and their families, as we help them restore order and peace in their financial lives. We help our clients determine and achieve their financial objectives.
We have no income or net worth minimums. We can prepare complete financial plans, provide ongoing planning and investment management, or focus on just those issues that concern you the most, such as budgeting, retirement, or education planning. Our clients enjoy the flexibility to engage us in just the level of services they need.
As Fee-Only financial planners and investment advisors, we avoid many conflicts of interest by working solely for you. We receive no compensation from third parties, such as mutual funds or insurance companies, and we do not sell any financial products. Less than 1% of financial planning firms are structured this way.
Williams Financial, LLC is an independent, Fee-Only registered investment advisory firm with offices in Massachusetts, New York, and Vermont. Since 2005, Williams Financial, LLC has been an affordable and trusted resource for individuals, families, and small business owners.... See More

Bret Hodgdon

Jamie Milne, BS, CDFA, CFP, MBA
Milne Financial Planning has been helping people like you since 1996. Over the years, we find that though clients have a number of reasons they call looking for trusted planner, the majority of questions revolve around retirement and managing their money wisely. Many clients are looking for someone to relieve them of the stress and assure them their portfolio is appropriate given their future plans and the constant unknown of the markets and our economy.
To learn more visit us at www.milnefeeonly.com
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