Best Financial Advisors in Burlington

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.4/5.0
Average Rating

Burlington Financial Landscape

Burlington's economy is diverse, with a focus on education, healthcare, and technology. The city benefits from a strong local workforce and a growing entrepreneurial scene.

Major industries
Education, Healthcare, Technology
Population
42.3K (metro: 422.8K)
Median household income
$65,000
Unique needs
Burlington requires tailored financial advice due to its unique economic landscape and demographic trends.
Market Insights
Economic Growth
According to BEA (2023), Burlington's economy has shown steady growth, driven by education and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Burlington is approximately $65,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Burlington are increasingly focusing on retirement planning and sustainable investments.
Local Considerations
Cost of Living
According to BLS (2024), Burlington's cost of living is slightly above the national average, influenced by housing and healthcare costs.
Real Estate Market
According to Zillow (2024), Burlington's real estate market is competitive, with home values rising steadily over the past year.
Business Environment
According to Fortune (2024), Burlington's business climate is favorable for startups, especially in tech and green industries.

Top 5 Financial Advisors in Burlington

Commonwealth Financial Group
★ ★ ★ ★ ★ 5
Broadlake Financial Management
★ ★ ★ ★ ★ 5
Legacy Financial Services Llc
★ ★ ★ ★ ★ 5
Peregrine Wealth Management of Raymond James
★ ★ ★ ★ ★ 5
Nicholas Roop - Financial Planner - CFG
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Burlington, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Burlington-Specific Expertise
For Burlington residents working in Education, Healthcare, Technology, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Burlington's tech sector needs diversification to mitigate risks. Real estate prices are rising, indicating potential bubble risks. Prepare for winter storms and flooding.

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Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Vermont locations

Burlington