At Hickok & Boardman Capital Management, our commitment to our clients and our community is unwavering. With roots dating back to 1821 right here in Vermont, our founding principle endures to this day – to have a positive and meaningful impact on people’s lives, both inside and outside our office. We are dedicated to creating a comprehensive financial plan specifically designed to help you, your family and your community succeed.
Pursuing success on your terms. You are serious about building your portfolio and preserving your family wealth over the long term.
It’s why you want a trusted financial partner who shares your values and can tailor a comprehensive financial plan to accommodate all of your objectives and wishes.LEARN MORE
COMPREHENSIVE PLANNING for every aspect of your financial life
Our holistic approach enables us to provide a quality level of service and convenience for addressing the busy, multifaceted life you lead.LEARN MORE
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Estate, Charitable Giving & Trust
One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.
How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.
Endowments & Foundations
WITH A CFP?
We have six Certified Financial Planner™ professionals on staff. CFP certification is one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
Our team spends countless hours volunteering for a wide variety of organizations. We believe our commitment helps to strengthen the overall quality of life of all Vermonters here in our community.
Information & insight
Start the conversation about quiet quitting
Incremental progress emerging in the banking sector fallout
CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.