Find Top Financial Advisors Near Norwich, Vermont
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ROBERT A. ZOCK & CO.,INC.
Sutton, New Hampshire
Robert A. Zock & Co., Inc., an established investment advisory firm, is located in Sutton, NH, operating from three offices. With an impressive track record, the firm serves a diverse client base of over 20 individuals, managing a substantial $140,199,000 in assets. Specializing in discretionary asset management, they cater primarily to high net worth individuals.
The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility for clients. The team at Robert A. Zock & Co., Inc. consists of two dedicated employees, each providing exceptional investment advisory services.
Robert Zock Jr., Maureen Zock, and Robert Zock are some of the longest-serving advisors at the firm, contributing their expertise and experience to its continued success. Their combined efforts have resulted in an average of approximately $70,100,000 in assets under management per investment advisor, a figure that aligns with industry standards.
With a reputation built on trust and reliability, Robert A. Zock & Co., Inc. strives to deliver tailored investment strategies that align with their clients' financial goals. By employing rigorous analysis and staying abreast of market trends, the firm ensures the highest level of service and commitment to each individual client.
As the investment landscape evolves, Robert A. Zock & Co., Inc. remains dedicated to providing personalized investment solutions, helping clients navigate the complexities of wealth management while aiming for long-term success.
LOUDON INVESTMENT MANAGEMENT, LLC
West Lebanon, New Hampshire
Loudon Investment Management, LLC is a reputable investment advisory firm headquartered in West Lebanon, NH. With over 30 individual clients and assets under management exceeding $168,043,000, the company has established a strong presence in the financial industry. Specializing in discretionary management, Loudon Investment Management primarily caters to high net worth individuals, although they also possess the capability to oversee employer funds.
With a team of four dedicated professionals, including three investment advisors, Loudon Investment Management ensures personalized and expert service for their discerning clientele. The firm's average assets under management per investment advisor amount to approximately $56,010,000, demonstrating their ability to handle substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management.
Loudon Investment Management's success can be attributed to the extensive experience and knowledge of their team. Douglas Loudon, Emily Sands, and Lynn O'Mealia are among the firm's longest tenured advisors, contributing to its strong track record and client satisfaction.
As a small investment advisory firm, Loudon Investment Management maintains a commitment to providing exceptional financial guidance and ensuring the growth and preservation of their clients' wealth. Their expertise and personalized approach make them a trusted partner for individuals seeking reliable and effective investment strategies. With a focus on delivering results, Loudon Investment Management continues to build upon its strong reputation in the industry.
OTTO & ASSOCIATES, INC.
Norwich, Vermont
Based out of Norwich, VT, Otto & Associates, Inc. is a small investment advisory firm with a strong reputation in the industry. With a team of six dedicated employees, three of whom provide investment advisory services, they offer comprehensive financial guidance to their clients. The firm boasts an impressive average of approximately $662,440,000 in assets under management per investment advisor, well above the industry average.
With a diverse compensation structure, Otto & Associates, Inc. ensures flexibility for both their clients and advisors. Their compensation methods include a percentage of assets under management as well as fixed fees, among others. Their clientele consists of over 80 individual clients, with assets under management totaling more than $194,455,000. The majority of the assets they manage are for high-net-worth individuals, though they also have the capability to handle employer funds.
All the assets managed by Otto & Associates, Inc. are discretionary, providing their clients with a high level of trust and confidence. The firm maintains a single office in Norwich, VT, where their dedicated team of advisors diligently serves their clients' financial needs. Notably, some of the longest-tenured advisors at the firm include Susan Goodell, David Otto, and Deborah Maher. With their extensive experience and expertise, they contribute to the firm's track record of delivering exceptional service and financial guidance to their valued clients.
MARBLE TRAIL ADVISORS
Middlebury, Vermont
Marble Trail Advisors, a local investment advisory firm headquartered in Middlebury, VT, is dedicated to providing comprehensive financial solutions. With two offices, they boast a team of eight talented professionals, five of whom specialize in delivering exceptional investment advisory services. With an average of $63,700,000 in assets under management per investment advisor, Marble Trail Advisors aligns with the industry average.
Their compensation structure offers flexibility, encompassing various options such as a percentage of assets under management and fixed fees. While their focus primarily revolves around discretionary management, they possess the expertise to oversee employer funds, although 401K and individual accounts constitute less than 30% of their assets under management.
Marble Trail Advisors cater to a discerning clientele, predominantly serving high net worth individuals. Impressively, the firm oversees a portfolio of over $318,515,000 in assets under management across 150 individual clients. This outstanding track record attests to their commitment to excellence and the trust placed in their capable hands.
Notably, Marble Trail Advisors benefits from the experience and expertise of their longest-tenured advisors, including Skylar Atkins, Matthew Wootten, and Donald Devost. These professionals bring a wealth of knowledge to the firm, contributing to its success and solidifying its reputation as a trusted financial partner.
With a client-centric approach, a talented team, and a proven track record, Marble Trail Advisors is poised to guide individuals and organizations toward their financial goals, fostering long-term prosperity in Middlebury, VT, and beyond.
CLEAN YIELD ASSET MANAGEMENT
Norwich, Vermont
Clean Yield Asset Management is a small investment advisory firm based out of Norwich, VT, with two offices. With a team of eight employees, four of whom provide investment advisory services, Clean Yield Asset Management caters to a diverse clientele. Their expertise lies in managing assets for high net worth individuals, and they currently serve over 110 individual clients. The firm boasts an impressive total of $477,811,000 in assets under management, averaging approximately $119,450,000 per investment advisor.
Clean Yield Asset Management follows a discretionary investment approach, where they have full authority to make investment decisions on behalf of their clients. They offer various compensation structures, including a percentage of assets under management and fixed fees, ensuring a flexible and customized approach to meet their clients' needs.
While their focus primarily centers around managing assets for high net worth individuals, Clean Yield Asset Management also possesses the capability to manage employer funds. However, 401K and individual accounts constitute less than 30% of their assets under management.
With a team of experienced advisors, Clean Yield Asset Management ensures that their clients receive expert guidance and support. Some of the longest-tenured advisors at the firm include Elizabeth Glenshaw, Eric Becker, and Dorigen Hofmann, who bring a wealth of knowledge and experience to the table.
Clean Yield Asset Management's commitment to personalized service and their proven track record of managing significant assets have positioned them as a trusted partner for individuals seeking professional investment advice.
FISHER FINANCIAL ADVISORS LLC
Hanover, New Hampshire
Fisher Financial Advisors LLC, a small investment advisory firm based in Hanover, NH, is dedicated to providing comprehensive financial guidance and personalized investment strategies to their clients. With a total of three employees, including two experienced investment advisors, Fisher Financial Advisors excels in managing assets for individuals and employer 401Ks.
The firm boasts an impressive average of approximately $1,690,000 in assets under management per investment advisor, reflecting their commitment to delivering tailored solutions that align with their clients' financial goals. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring flexibility and transparency in their client relationships.
With over 500 individual clients and an impressive $180,000,000 in assets under management, Fisher Financial Advisors has established a strong presence in the financial advisory industry. Their expertise and extensive experience in managing employer 401Ks and individual assets have contributed significantly to their success.
Nathaniel Fisher and Timothy Fisher, two of the firm's longest-tenured registered advisors, bring a wealth of knowledge and professionalism to the team. Their expertise, combined with the firm's commitment to exceptional client service, has earned Fisher Financial Advisors a reputation for excellence within the Hanover community and beyond.
Operating from three offices, Fisher Financial Advisors is well-positioned to provide comprehensive financial planning, investment management, and retirement planning services to a diverse range of clients. As a firm that manages 100% discretionary assets, Fisher Financial Advisors is dedicated to delivering peace of mind and financial security to their valued clients.
FARROW FINANCIAL INC
Randolph, Vermont
Farrow Financial Inc is a small investment advisory firm based out of Randolph, VT, specializing in providing comprehensive financial solutions. With one office in Randolph, the firm has five dedicated employees, two of whom are experienced investment advisors. Farrow Financial Inc manages a substantial portfolio of approximately $97,440,000 in assets per investment advisor, a figure that aligns with the industry average.
The firm's compensation structure is flexible and includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. While a significant portion of their assets under management stems from high net worth individuals, they also possess the expertise to manage employer funds, although 401K and individual accounts make up less than 30% of their total assets.
Farrow Financial Inc operates under a discretionary investment approach, giving them full authority to make investment decisions on behalf of their clients. With a diverse client base, the firm serves over 90 individual clients, managing a combined total of more than $194,881,000 in assets.
John Farrow and Jody Davignon are two of the firm's most tenured registered advisors, bringing a wealth of knowledge and experience to their roles. Farrow Financial Inc prides itself on delivering personalized financial strategies tailored to the unique needs and goals of each client, ensuring their financial well-being and long-term success.
INDEPENDENCE FINANCIAL ADVISORS, LLC
Franklin, New Hampshire
Independence Financial Advisors, LLC, based out of Franklin, NH, is a well-established local investment advisory firm with a strong presence in the financial services industry. With over 2,280 individual clients, they manage an impressive $329,669,000 in assets. The firm operates from nine offices, strategically located to cater to a diverse range of clients.
Independence Financial Advisors specializes in offering comprehensive financial solutions, including investment advisory services and insurance brokerage. They possess extensive expertise in managing employer 401Ks and individual portfolios, with around half of their assets under management originating from these sources. Notably, 95% of the assets they oversee are discretionary, indicating a high level of trust placed in their capabilities by clients.
The firm adopts a flexible compensation structure, which includes various types such as a percentage of assets under management and hourly charges. This approach ensures that clients have options that align with their unique needs and preferences.
Independence Financial Advisors boasts a dedicated team of ten employees, with seven of them providing expert investment advisory services. On average, each investment advisor manages approximately $47,100,000 in assets, reflecting industry-standard performance. The firm takes pride in its experienced advisors, with Glenn Lepene, Paul Gatehouse, and Michael Ventura being some of the longest-tenured professionals within the organization.
As a trusted financial advisor, Independence Financial Advisors, LLC is committed to assisting individuals and businesses in achieving their financial goals, providing personalized strategies and reliable guidance to navigate the complex world of investments and insurance.
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
New London, New Hampshire
Hager Investment Management Services, LLC is a highly regarded investment advisory firm based in New London, NH. With over 110 individual clients and assets under management totaling more than $104,360,000, Hager Investment Management Services, LLC caters to a diverse range of investors. Despite the firm's small size, it operates out of a single office, delivering personalized and comprehensive investment solutions.
Although 401K and individual accounts constitute a minority of their assets under management, Hager Investment Management Services, LLC possesses the expertise to manage employer funds. An impressive 95% of the assets they handle are discretionary, highlighting the firm's ability to make autonomous investment decisions on behalf of their clients.
The firm specializes in managing the wealth of high net worth individuals, making up the majority of the assets under their supervision. Hager Investment Management Services, LLC implements a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures alignment with client goals and fosters long-term relationships based on trust and mutual success.
With a team of three dedicated employees, all offering investment advisory services, Hager Investment Management Services, LLC maintains a favorable advisor-to-assets ratio. Each investment advisor at the firm manages an average of approximately $34,790,000 in assets, showcasing their commitment to personalized attention and tailored investment strategies.
The company boasts a seasoned team of advisors, with notable individuals like Robin Brigham, Peter Hager, and Andrew Hager, who have been with the firm for an extended period. Their combined experience and expertise contribute to Hager Investment Management Services, LLC's sterling reputation as a trusted partner in managing clients' financial well-being.
BRENDEL FINANCIAL ADVISORS LLC
Hanover, New Hampshire
Brendel Financial Advisors LLC, based out of Hanover, NH, is a small investment advisory firm providing comprehensive financial services to its clients. With a team of five dedicated professionals, including two experienced investment advisors, they offer personalized and strategic advice to help clients achieve their financial goals.
With an impressive average of approximately $20,780,000 in assets under management per investment advisor, Brendel Financial Advisors LLC demonstrates their expertise in managing clients' assets effectively. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients.
Catering primarily to high-net-worth individuals, Brendel Financial Advisors LLC manages over $208,724,000 in assets for more than 230 individual clients. While the majority of their managed assets belong to high-net-worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. Notably, 92% of the assets they manage are discretionary, showcasing their clients' trust in their expertise.
In addition to their investment advisory services, Brendel Financial Advisors LLC also serves as a registered representative of a broker-dealer, further expanding their capabilities and providing comprehensive financial solutions to their clients. With their main office located in Hanover, NH, the firm has established a strong presence in the local community.
John Brendel and Timothy Draper, two of the longest tenured registered advisors with the firm, bring a wealth of experience and knowledge to their clients. Their commitment to delivering exceptional service and their expertise in financial planning and investment management make Brendel Financial Advisors LLC a trusted partner for individuals seeking professional financial advice.
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BRENDEL FINANCIAL ADVISORS LLC
Hanover, New Hampshire
Brendel Financial Advisors LLC, based out of Hanover, NH, is a small investment advisory firm providing comprehensive financial services to its clients. With a team of five dedicated professionals, including two experienced investment advisors, they offer personalized and strategic advice to help clients achieve their financial goals.
With an impressive average of approximately $20,780,000 in assets under management per investment advisor, Brendel Financial Advisors LLC demonstrates their expertise in managing clients' assets effectively. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients.
Catering primarily to high-net-worth individuals, Brendel Financial Advisors LLC manages over $208,724,000 in assets for more than 230 individual clients. While the majority of their managed assets belong to high-net-worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. Notably, 92% of the assets they manage are discretionary, showcasing their clients' trust in their expertise.
In addition to their investment advisory services, Brendel Financial Advisors LLC also serves as a registered representative of a broker-dealer, further expanding their capabilities and providing comprehensive financial solutions to their clients. With their main office located in Hanover, NH, the firm has established a strong presence in the local community.
John Brendel and Timothy Draper, two of the longest tenured registered advisors with the firm, bring a wealth of experience and knowledge to their clients. Their commitment to delivering exceptional service and their expertise in financial planning and investment management make Brendel Financial Advisors LLC a trusted partner for individuals seeking professional financial advice.
SUMMIT WEALTH GROUP LLC
White River Junction, Vermont
Summit Wealth Group LLC, based out of White River Junction, VT, is a highly reputable investment advisory firm. With a team of 11 dedicated professionals, including 8 experienced investment advisors, Summit Wealth Group provides comprehensive financial guidance and wealth management services. Their expertise has allowed them to amass an impressive average of approximately $241,620,000 in assets under management per investment advisor, surpassing the industry average.
With over 260 individual clients and more than $499,675,000 in assets under management, Summit Wealth Group primarily caters to high net worth individuals. While their focus lies predominantly on managing assets for this clientele, they also possess the capability to handle employer funds, although 401K and individual accounts account for less than 30% of their assets under management. As a trusted registered representative of a broker-dealer, insurance broker or agent, and an accounting firm, Summit Wealth Group offers a comprehensive range of financial services.
Operating from two offices, Summit Wealth Group has established itself as a local leader in investment advisory services. The firm takes pride in its team of seasoned advisors, including the longest-tenured professionals Heather Meeks, Erik Randall, and Erik Potts, who bring a wealth of experience and expertise to the table.
Summit Wealth Group's compensation structure is designed to align with their clients' success, incorporating a percentage of assets under management and performance-based fees. With a commitment to providing exceptional service and personalized financial strategies, Summit Wealth Group LLC stands out as a trusted partner in helping clients achieve their financial goals.
MAPLE CAPITAL MANAGEMENT, INC.
Montpelier, Vermont
Maple Capital Management, Inc. is a reputable investment advisory firm headquartered in Montpelier, VT, with a team of 22 highly skilled professionals dedicated to providing top-notch investment services. With an average of $110,330,000 in assets under management per investment advisor, their performance aligns with industry norms. The firm offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees.
Distinguishing itself in the market, Maple Capital Management, Inc. boasts an extensive client base of over 490 individuals, collectively entrusting the firm with a remarkable $1,366,024,000 in assets under management. Predominantly serving high net worth individuals, the firm's expertise lies in managing substantial wealth. While 401K and individual accounts comprise less than 30% of their assets under management, Maple Capital Management, Inc. does possess the capability to oversee employer funds.
As a local investment advisory firm deeply rooted in Montpelier, VT, Maple Capital Management, Inc. operates from two office locations, ensuring accessibility and personalized service for their valued clients. The company takes pride in its team of experienced advisors, including notable individuals such as Evan Pemberton, Elizabeth Lewis, and Ramsey Luhr, who have demonstrated exceptional dedication and commitment over the years.
Committed to providing comprehensive financial solutions, Maple Capital Management, Inc. has garnered a strong reputation for delivering reliable investment advice, while maintaining discretion over 100% of the assets they manage. With their seasoned team, extensive resources, and dedication to client success, the firm continues to flourish as a trusted partner in wealth management within the Montpelier community and beyond.