Explore Financial Advisors Serving South Burlington, VT

Broadlake Financial Management offers personalized investment management and financial planning services. Founded in 1989, we deliver unbiased, fee-only advisory solutions tailored to individual client needs while maintaining transparent, client-first business practices.

Clute Wealth Management offers strategic financial and investment planning services for individuals and small businesses in the Champlain Valley. Founded in 1984, we provide customized solutions including retirement planning, estate strategies, and fiduciary asset management through LPL Financial. Our team of CFP professionals prioritizes personalized advice aligned with clients' evolving needs.

Robert Rich Tax & Financial Services provides expert tax preparation, income tax planning, and accounting services for individuals, families, businesses, trusts, and estates. Our practice combines over 30 years of experience with specialized expertise in investment taxation, real estate tax matters, and energy credit reporting. We deliver personalized financial solutions while maintaining the highest ethical standards and technical proficiency.