Hanson & Doremus Investment Management

Overview

Established in 1995, Hanson & Doremus Investment Management is a fee-only investment advisory firm based in Burlington, Vermont. The firm specializes in managing investment portfolios for individuals, family groups, businesses, endowments, and foundations, emphasizing independent research and personalized financial planning. Their services include investment portfolio management, financial planning, and advice, covering areas such as retirement planning, tax strategies, and socially responsible investing. The firm's investment approach is characterized by disciplined research and judicious investment management, tailored to meet the unique needs and objectives of each client. They offer a range of services, including investment portfolio management for taxable accounts, IRAs, and trusts, as well as comprehensive financial planning and advice. Their team of Chartered Financial Analysts® and CERTIFIED FINANCIAL PLANNERS™ work closely with clients to develop strategies for retirement planning, tax optimization, and other financial goals. As a fee-only fiduciary, Hanson & Doremus is legally and ethically bound to act in the best interests of their clients, ensuring transparency and trust in all client relationships. They are registered with the U.S. Securities Exchange Commission as an investment adviser, reflecting their commitment to regulatory compliance and professional standards. The firm's dedication to client success is evident in their personalized approach and long-term client relationships, aiming to provide exceptional value and peace of mind through expert investment advice and financial planning services.