Dakota
Dakota
Book a Demo
Talk to an Expert

Vermont Retirement Planners

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Burlington, VT
CRD Number
Website vtretirementplanners.com
Client types

Overview

Vermont Retirement Planners, LLC is an independent financial advisory firm founded by Nicholas Strom-Olsen in 2015. From offices in Manchester Center and Rutland, Vermont, the firm focuses on retirement planning and comprehensive financial advice for individuals, families, and small businesses. Vermont Retirement Planners partners with LPL Financial as its broker-dealer and with Private Advisor Group as its SEC-registered investment adviser, giving clients access to a broad open-architecture investment platform and planning resources. The team emphasizes goal-based planning, education, transparent fees, and service tailored to each client’s timeline, savings capacity, and retirement income needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy