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Find Help · Vermont
Financial Advisors serving Vermont. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Vermont so far: 12 financial advisors, 7 hospice & palliative care, 5 funeral homes, 1 grief counselor.
Every figure here comes from MORTL's Vermont guide, which cites the statute or the state agency behind it. Read the Vermont guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Vermont is the order to work in. It's free and it always will be.
Vermont financial advisor offering investment management services for individuals, corporations, and non-profits, including fee-only advisory services, in the South Burlington area.
Vermont asset management firm offering asset management, impact investing, and shareholder advocacy services, including values-based and sustainability-focused investment approaches, in the Norwich area.
Vermont financial advisor offering wealth management, retirement planning, succession planning, estate planning, investment management, and 401(K) retirement plans for business owners, including services for business owners and high net worth individuals, in the Williston area.
Vermont financial advisory firm offering retirement planning, investment management, and wealth management services, including planning for individuals, families, nonprofits, and corporations, in the South Burlington area.
Vermont financial advisor offering investment management, family office services, and real estate advisory services, including multi-family office solutions, in the Manchester area.
Vermont financial advisory firm offering retirement planning, investment management, tax planning, and high net worth investing services, including options for individuals, institutions, and nonprofits, in the Burlington area.
Vermont financial advisory firm offering investment oversight, retirement and estate planning, college savings guidance, insurance review, tax strategy, budgeting assistance, and charitable giving planning, including fee-only service structure, in the Norwich area.
Vermont financial advisory firm offering fee-only financial planning and fiduciary wealth management services in the South Burlington area.
Vermont financial advisory firm offering financial planning, investment advisory, wealth management, business planning, and retirement planning services in the South Burlington area.
Vermont wealth advisory firm offering financial planning and investment management services in the Burlington area.
Vermont investment advisory firm offering investment management, financial planning, and endowment services for individuals, families, and foundations in the Burlington area.
Vermont financial advisory firm offering financial planning and retirement planning services for pre-retired and retired individuals, families, and small business owners, including fee-only and fiduciary services, in the North Bennington area.
About This Directory
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL doesn’t verify licenses, disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →