# Farrow Financial INC
Source: https://planprovider.pro/provider/farrow-financial-inc

> Founded in 1981 in the Burlington, Vermont metro area, Farrow Financial INC is a fee-only Registered Investment Adviser that works with individuals and famil…

Retirement Plan Advisor

South Burlington, VT

## About Farrow Financial INC

<p>Founded in 1981 in the Burlington, Vermont metro area, Farrow Financial INC is a fee-only Registered Investment Adviser that works with individuals and families as well as trusts, estates, charitable organizations, corporations, and other business entities.</p>

<p>The firm manages $0.3B in assets (2026) and also supports retirement plans, including pension and profit-sharing plans, with <a href="/retirement-plans">retirement plan providers</a> work such as 3(21) fiduciary services. Clients often use Farrow Financial for ongoing investment management paired with planning and consulting.</p>

<p>Planning work can include goal setting and prioritization, cash flow and net worth reviews, insurance planning, investment planning, tax planning, retirement planning, and estate planning. The investment menu may include individual stocks, exchange-traded funds, bonds, and mutual funds.</p>

<p>What sets Farrow Financial apart is its fee-only, fiduciary structure combined with an established compliance function led by a Chief Compliance Officer.</p>

<ul>
<li>Fee-only investment management</li>
<li>3(21) fiduciary support for retirement plans</li>
<li>Investment policy statement (IPS) design and updates</li>
<li>Financial planning and consulting (cash flow, taxes, retirement, estate)</li>
<li>Portfolio construction using stocks, ETFs, bonds, and mutual funds</li>
</ul>

Website: [https://farrowfinancial.com/](https://farrowfinancial.com/)

Founded: 1981

## Office Locations

- South Burlington, VT (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $280.1M

## Team Members

- **Miranda Palmer**, Operations Manager & Trading Assistant

- **Deborah Ackerman**, Compliance & Financial Planning Associate

- **Jody White**, President and Owner

## Other Retirement Plan Advisors in VT

- [Antoine Williams & Associates Wealth Management, LLC](https://planprovider.pro/provider/antoine-williams-and-associates-wealth-management-llc) - Shelburne, VT

- [Silverlake Wealth Management LLC](https://planprovider.pro/provider/silverlake-wealth-management-llc) - Williston, VT

- [Intrack Investment Management, Inc.](https://planprovider.pro/provider/intrack-investment-management-inc) - Norwich, VT

- [M. Kraus & Company](https://planprovider.pro/provider/m-kraus-and-company) - Shelburne, VT

- [Maple Capital Management, Inc.](https://planprovider.pro/provider/maple-capital-management-inc) - Montpelier, VT

- [Pathway Financial Advisors, LLC](https://planprovider.pro/provider/pathway-financial-advisors-llc) - South Burlington, VT

- [Marble Trail Advisors](https://planprovider.pro/provider/marble-trail-advisors) - Middlebury, VT

- [Westview Investment Advisors](https://planprovider.pro/provider/westview-investment-advisors) - Burlington, VT

- [Trg Investment Advisors, LLC](https://planprovider.pro/provider/trg-investment-advisors-llc) - Brattleboro, VT

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