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Firms / Vermont

EMG

South Burlington, VT. Legal name: Essex Asset Management Group Inc.

3 advisors$57 million managed

About the firm

A registered investment advisory firm based in South Burlington, Vermont. It manages about $57 million for roughly 80 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.

How they work

How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Commissions on some products
Typical client size ?$712,500
Assets under management ?$57 million
Individual clients80
Median years of experience29
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publications

Advisors at EMG

3Advisors
29Median years of experience
1States with offices
–Offices
3 advisors · EMG
EMG
37yrs
Todd Toensing
Financial advisor
1233 Shelburne Road Suite C-2b
South Burlington, VT 05403
Top 6% by experience nationwide
CFP®Fiduciary
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EMG
29yrs
Scott Baldwin
Financial advisor
1233 Shelburne Road Suite C-2b
South Burlington, VT 05403
Top 19% by experience nationwide
Fiduciary
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EMG
2yrs
Jason Brown
Financial advisor
1233 Shelburne Road Suite C-2b
South Burlington, VT 05403
2 years in the industry
FiduciaryPlanningInvesting
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Also known as

Essex Asset Management Group Inc.

About EMG

How do I contact EMG?

Call the main office at (802) 879-1881. The main office is at 1233 Shelburne Road Suite C-2b, South Burlington, VT 05403.

How is EMG paid?

The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask for your total yearly cost in dollars.

What services does EMG offer?

Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Newsletters and publications.

How many advisors work at EMG?

We list 3 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.