Green Mountain Planning is a Vermont-based, independent financial planning firm founded by Jonathon W. Bixby, CFP®. As a fee-only fiduciary, the company is committed to acting in its clients' best interests without earning commissions from product sales. They specialize in creating personalized financial plans and managing investment portfolios for individuals, families, and organizations, aiming to help clients achieve their financial goals with clarity and confidence. The firm is registered with the U.S. Securities and Exchange Commission (SEC).

Founded in

United States