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Designations / CPA financial planners

CPA financial planners in Vermont

CPAs with the Personal Financial Specialist credential combine tax expertise with financial planning.

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6 advisors

LPL Financial
28yrs
Catherine Harris
Financial advisor
277 Blair Park Road
Williston, VT 05495
Top 20% by experience nationwide
CFP®CPA/PFSFiduciary
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ESI Financial Advisors
24yrs
Michelle Lawrence
Financial advisor
354 Mountain View Dr. Suite 200
Colchester, VT 05446
More experience than 69% of advisors nationwide
CPA/PFSFiduciary
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Pathway Financial Advisors
23yrs
Scott Beaudin
Financial advisor
725 Community Drive Suite 402
South Burlington, VT 05403
More experience than 68% of advisors nationwide
CFP®CPA/PFSFiduciary
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ESI Financial Advisors
21yrs
Daniel Streeter
Financial advisor
354 Mountain View Dr. Suite 200
Colchester, VT 05446
More experience than 63% of advisors nationwide
CPA/PFSFiduciary
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DWV Advisors
20yrs
Dennis Voigt
Financial advisor
76 Pearl St Suite 205
Essex Junction, VT 05452
Top advisor by experience in Essex Junction
CPA/PFSFiduciaryFee-only firm
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Wealth Enhancement Advisory Services
16yrs
Patricia Small
Financial advisor
Wilmington, VT
More experience than 51% of advisors at Wealth Enhancement Advisory Services
CPA/PFSFiduciary
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