Skip to content
catamount financial advisorscatamount financial advisors

Schedule A Discussion

  • Home
  • Business Owners
    • Business Owners
    • Exit Planning for Business Owners
    • Overview
    • Our Approach
    • Our Process
    • Growth Services
    • Valuation
    • Exit Planning
    • Wealth Management & Strategy
    • Blog
  • Families
    • Families
    • Families
    • Service Model
    • Process
    • Planning
    • Corporate Executives
  • Advisory Team
    • Advisory Team
    • Advisory Team
    • Ryan Bartley
    • Alex Bryan
    • Michael P. MacConnell
    • T. Michael Brock
    • Patti Jo Steffens
    • Alex White
    • Our Community
    • About Raymond James
  • Resources
    • Resources
    • WorthWhile
  • Videos
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Catamount Financial Advisors
    40 Main Street, Suite 400 Burlington, VT 05401 T: 802.448.6084 TF: 844.350.4573 F: 844.262.4648
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Economy
    • Fixed Income
  • Media
    • Article
    • Infographic
Wealth and taxes: The potential benefits of municipal bond investing
Explore fixed-income tools that generate income and infrastructure.
Markets & Investing
Make your files findable when you leave them to your heirs

Living life and facing death can be liberating – and it doesn’t have to be hard.

Estate & Giving
Read
Read
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Dollars and sense: Teaching financial literacy early pays off
Discover money lessons that set children up for success.
Family & Lifestyle
Read
Giving it all away
Billionaires and the not-so-wealthy have pledged to donate the majority of their wealth to causes they value most.
Estate & Giving
View
Infographic: Thoughtful tips for a fulfilling retirement
Retirees in the U.S. are expected to live longer than ever before, here are some tips to help you enjoy your golden years to the fullest.
Retirement & Longevity
Read
Why work with a financial advisor?
A professional advisor can craft a tailored, holistic financial plan that supports your needs, goals and intentions for the future.
Retirement & Longevity
Bouncing back after a job loss
Recovering from job loss is possible. Explore guidance to help you get back on your feet.
Family & Lifestyle
Estate planning: Your loved one's long-term care
Ensure your family member with special needs is cared for after you’re gone.
Estate & Giving
twitterfacebookenvelope

Get experienced insight For the exit and beyond

catamount financial advisorscatamount financial advisors
  • Catamount Financial Advisors
  • 40 Main Street, Suite 400 Burlington, VT 05401
  • T: 802.448.6084
  • TF: 844.350.4573
  • F: 844.262.4648
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use