Local VT Financial Advisors

  • Stage 2 Planning Partners

    20 Kimball Avenue, Suite 201

    Burlington, VT 5403

    P. (802) 846-1264

    Josh Patrick specializes in working with closely held business owners on a variety of issues important to owners of private firms. Josh is the founding Principal of Stage 2 Planning Partners, a wealth management and business consulting firm that builds on

     
  • Fleischer Jacobs Group

    620 Hinesburg Road PO Box 2343

    Burlington, VT 5407

    P. (802) 865-5000

    At the Fleischer Jacobs Group we offer our clients the full range of investment, retirement and annuity plan options. Since our asset management services are offered in conjunction with National Financial Partners, we can provide our clients with a wide r

     
  • Pathway Financial Advisors

    110 Main Street Suite 401

    Burlington, VT 5401

    P. (802) 660-7086

    Mr. Beaudin graduated from the University of Vermont with a bachelor's degree in accounting. He later graduated with honors from the nationally recognized Robinson School of Business in Atlanta, Georgia with a MBA-finance degree. Before establishing Pa