Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Family Finances
  • Insurance

Awards & recognition

  • Benjamin A Russell, Forbes Best-in-State Wealth Advisors, 2020-2022
  • Benjamin A Russell, Ameriprise Circle of Success, 2006-2021

Community participation

As a team we contribute annually to:

  • Camp Ta Kum Ta
  • Hunger Free Vermont
  • Vermont Youth Conservation Corps (VYCC)
  • King Street Center
  • Feeding Chittenden
  • Ronald McDonald House Charities
  • Spectrum Youth & Family Services
  • Vermont Children's Trust Foundation
  • Committee for Temporary Shelter (COTS)

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including me on their 2022 Best-in-State Wealth Advisors list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing our work together!