Financial Advisors in Morrisville, Vermont (Lamoille County)

Priscilla Gilbert, BA, CFP
Sophisticated and beginner investors. Strong financial educator and coach all phases of financial planning. CenterPoint acts as client's financial advocate providing liaison function with tax accountant and estate attorney. Portfolio rebalancing and construction- stocks, bonds, mutual funds. Retirement plan specialist: IRA's, 401k's, 403b's, ESOP, Deferred Comp, Roth's. Inter generational wealth transfer specialty. Serving clients: Taking new clients in the 1 million total asset range and up. Clients include professors, publishing executives, musicians, teachers, professionals, business owners, mid to upper level management employees.... See More

Dempsey Investment Management provides investment management, Institutional Sub-Advisory management, retainer services, hourly portfolio reviews and financial planning. Don has over 15 years of experience providing unbiased independent minded advice to investors throughout Vermont. Please contact Don for your free initial consultation.... See More

Bret Hodgdon

Rebecca Walsh, CFP
Pathway Financial Advisors is an independent, fee-only wealth management firm. We provide integrated financial planning services to individuals and families. We offer comprehensive wealth management services through which Pathway serves in an ongoing role as your Personal CFO. In this role we will work with you on your financial, tax, and estate planning, advise on your risk management, and provide investment portfolio management services. Our work addresses your complete financial picture and includes recommendations for how you can improve it.
We offer a complimentary initial consultation to clients considering a financial plan and encourage you to learn more by visiting our website or by contacting us at . We look forward to serving you.... See More

Donald Dempsey, CFP
Dempsey Investment Management is an independent and Fee-Only firm providing financial planning and investment advisory solutions.
As a Certified Financial Planner™ with over 20 years of industry experience, Don Dempsey enjoys working with families and individuals who seek financial advice in many areas including but not limited to: Financial Planning Pre-retirement planning Post-retirement planning Cash flow Social security Estate planning Saving for college
Investment management Stock portfolios Mutual Funds & ETF's
We welcome you to contact us and schedule a commitment free conversation at or by visiting our website: dempseyinvestments.com... 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

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
... See More

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

Kevin Nulton, CFP, JD
Titanium Advisors is an independent, fee-only financial planning and investment management firm based in Franklin, Massachusetts that applies a unique blend of financial, legal and tax expertise to address the various planning issues faced by our clients. For the convenience of our clients, we also have satellite offices in Newton, MA and Quechee, VT that are available for client meetings. You may be facing financial issues regarding retirement planning (including investments, insurance, estate planning, and tax minimization). Instead of struggling with these issues on your own, find out how working closely with a trusted advisor can help you attain financial peace of mind.... See More