Independent Financial Advisor Serving Burlington, VT and Chittenden County

Burlington families and professionals deserve financial guidance that puts their goals first — not a bank's product lineup.

Wealth Management Built Around You, Not a Bank's Agenda

What We Help Burlington Clients Work Through

We work with Burlington-area residents who want a financial advisor they can actually talk to — someone who knows their name, understands their situation, and isn't pushing a proprietary product to hit a quarterly quota. As an independent practice, we have access to a broad range of investment and planning tools, which means the recommendations we make are shaped by what fits your life, not what's available on a limited shelf.

 

Kerri Irick Churchill, ChFC®, leads our team with the same founding commitment Roger Bennett established decades ago: straightforward, relationship-driven financial guidance for real people with real goals.

 

Whether you're a professional in your late 30s building toward retirement, a retiree managing income and healthcare costs, or an adult child of an existing client just starting to invest, we work with you at the stage you're actually in.

 

Our services for Burlington and Chittenden County clients include:

 

  • Wealth Management — cash flow planning, tax strategy, goal-based planning, and life-event transitions
  • Retirement Planning — IRAs, Roth and SEP IRAs, Social Security timing, and retirement income planning
  • Investment Planning — mutual funds, bonds, common stock, brokerage accounts, and donor-advised funds
  • 401(k) & Employee Benefits — plan design, profit sharing, and executive benefits
  • Insurance Planning — life, long-term care, disability income, and health coverage
  • Estate Planning & Trusts — dynasty, special needs, charitable, and asset protection structures

 

We don't hand you off to a call center after the first meeting. You work with us, consistently, over time.

Why Burlington Residents Choose an Independent Advisor

The greater Burlington area has no shortage of financial firms. What's harder to find is an advisor who isn't tethered to a single institution's product lineup and who will take the time to understand your full picture before making any recommendations.

 

We offer securities through Cambridge Investment Research, Inc. (FINRA/SIPC member) and advisory services through Cambridge Investment Research Advisors, Inc. — a structure that gives our clients access to a wide range of planning and investment options while maintaining the accountability that comes with working through a registered firm.

 

For Burlington-area clients, that combination — independence, accountability, and genuine one-on-one attention — is what makes the relationship work over the long term.

Serving Burlington, South Burlington, Williston, and Surrounding Chittenden County Communities

Our office is based in St. Albans, roughly 30 minutes north of Burlington on I-89. We regularly serve clients throughout Chittenden County, including Burlington, South Burlington, Williston, Essex, and the surrounding communities.

 

Getting started is straightforward. Reach out by phone or through our contact form to schedule a complimentary consultation. We'll take the time to understand where you are financially, where you want to go, and whether we're the right fit to help you get there. There's no obligation and no pressure — just a conversation.

Frequently Asked Questions — Financial Advisor Burlington, VT

  • Do I have to travel to St. Albans to work with Bennett Wealth Management?

    Many of our Burlington and Chittenden County clients meet with us at our St. Albans office, which is about 30 minutes north via I-89. We also accommodate clients by phone and virtual meeting when that works better for their schedule. We're flexible — the goal is to make the relationship easy to maintain.

  • What does it mean to work with an independent financial advisor near Burlington, VT?

    An independent advisor isn't limited to the products or investment options offered by a single bank or brokerage. We have access to a broad range of investment vehicles and planning tools, which allows us to match our recommendations to your situation rather than to an institution's product shelf. For Burlington-area clients comparing options, that distinction matters.

  • Do you work with people who are just starting to invest, or only those close to retirement?

    We work with clients at multiple stages. Our primary focus is pre-retirees actively building toward retirement and current retirees managing income and withdrawals. We also work with the adult children of existing clients who are beginning to invest for the first time. If you're in the Burlington area and trying to figure out where to start, we're glad to have that conversation.

  • What should I expect from a first meeting with your team?

    The first meeting is a consultation — not a sales presentation. We want to understand your current financial picture, your goals, and any transitions or concerns on your horizon. From there, we can talk through whether and how we can help. There's no commitment required to have that initial conversation.

  • Are you licensed to serve clients in Vermont and New York?

    Yes. We serve clients throughout Vermont, including the Burlington and Chittenden County area, and we are also licensed to work with clients in the New York border region, including the Plattsburgh and Clinton County area. If you're located near the state line, we can still work with you.