Donald Dempsey (CFP®)

Donald Dempsey focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Dempsey Investment Management offers asset management, utilizing select institutional money managers, ETF's and no load mutual funds. In addition Dempsey offers retainer services and financial planning serving clients in the Burlington, Vermont area and beyond.

Additional Information

Donald Dempsey is a Fee-Only Financial Planner located in South Burlington, Vermont serving clients throughout the United States. Dempsey Investment Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Donald Dempsey is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Donald Dempsey Jr. earned his Bachelor of Science at the University of Vermont and has earned degrees as a Certified Financial Planner practitioner and Chartered Mutual Fund Counselor with the College of Financial Planning in Denver, CO. Mr. Dempsey is recognized as a Certified Financial Planner practitioner with the Certified Financial Planner Board of Standards, Inc. He is also an accepted member of the National Association of Personal Financial Advisors.

Mr. Dempsey is a customer-focused investment professional providing financial solutions since 1994. He builds and manages client portfolios utilizing investments suited to the individual client. Comfort level, risk, returns, and goals are emphasized with each portfolio.

As an independent, Fee-Only advisor, Mr. Dempsey is held to a fiduciary standard, always putting the client's needs first. 

NAPFA Start Date

June 14, 2005


This Office

1233 Shelburne Rd Ste C4 South Burlington, VT 05403-7780 Phone: (802) 497-1931 Fax: (802) 764-5816