Oak Maple Finance, LLC

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Oak Maple Finance, LLC We provide heart-centered financial planning services that enable clients to grow amazing lives.

Oak Maple Finance provides heart-centered financial planning services that enable clients to grow amazing lives.

Financial decisions aren't always straightforward, and the emotions behind them can be complicated, too.Our experiences,...
10/23/2026

Financial decisions aren't always straightforward, and the emotions behind them can be complicated, too.
Our experiences, relationships, and emotions all play a part in how we approach financial decisions.
And that's worth talking about.

oakmaple.com

Have questions about these changes or how they might affect your family's financial situation?Please reach out to our te...
10/20/2026

Have questions about these changes or how they might affect your family's financial situation?
Please reach out to our team. We're available to help you understand the rules and what they may mean for you.

oakmaple.com

What’s been haunting your financial to-do list?The unopened statement. The account you’ve been meaning to check. The que...
10/16/2026

What’s been haunting your financial to-do list?

The unopened statement. The account you’ve been meaning to check. The question you feel you should already know the answer to.

When something about money feels scary, putting it off can bring a little relief. Coming back to it can be hard, especially when you’re expecting bad news or carrying a sense of shame.

You don’t have to tackle everything at once. A first step can be telling someone, “This is the part I’m having trouble with.”

At Oak Maple, we strive to be a safe, welcoming place to start those conversations.

oakmaple.com

Vermont Youth Orchestra presents Hummel • Gershwin • Schoenberg An American in Paris.This program showcases and celebrat...
10/14/2026

Vermont Youth Orchestra presents Hummel • Gershwin • Schoenberg An American in Paris.
This program showcases and celebrates the influences, ideas, and sounds that have shaped American music.
Sunday, October 18th at 3:00PM at The Flynn. Tickets available at www.flynnvt.org

We are proud to be sponsoring Vermont Youth Orchestra's concert series at the Flynn.

oakmaple.com

At Oak Maple, we begin by listening. If an inheritance may be part of your future, we want to understand what that means...
10/12/2026

At Oak Maple, we begin by listening. If an inheritance may be part of your future, we want to understand what that means to you. Together, we can explore how it might support your life in a way that feels right to you.

Oakmaple.com

What’s your strategy for staying mindful during the holiday shopping season? oakmaple.com
10/09/2026

What’s your strategy for staying mindful during the holiday shopping season?

oakmaple.com

A story at bedtime, a family game night, or saving up for something special, each can provide a great opportunity for a ...
10/02/2026

A story at bedtime, a family game night, or saving up for something special, each can provide a great opportunity for a conversation about money.

Have a favorite resource that’s helped your family talk about money? We’d love to hear it in the comments!

oakmaple.com

The typical financial advising approach looks like a pyramid, with financial advice at the base, and a little bit of rel...
10/01/2026

The typical financial advising approach looks like a pyramid, with financial advice at the base, and a little bit of relationship at the tip.

The Oak Maple process of Connected Customization is more like sugaring. We like to flip the pyramid and think of our process as a funnel. We start by collecting as much information as possible, from the financial to the personal. Then we work closely with you, filtering out anything that doesn’t serve your best interests, until we arrive at a plan that’s a distillation of what you need to nourish your future growth.

oakmaple.com

“We can pay for that, but we’re choosing to save for our trip.”This kind of conversation gives children a glimpse of how...
09/25/2026

“We can pay for that, but we’re choosing to save for our trip.”

This kind of conversation gives children a glimpse of how their family makes a choice: we want this now, and we’re also looking forward to something together.

They don’t need to carry the weight of adult money decisions to learn about money. They can be part of everyday, age-appropriate conversations about choices, priorities, and what matters to your family.

oakmaple.com

Financial planning can help us see where there’s flexibility and where there are real constraints. We enjoy helping our ...
09/22/2026

Financial planning can help us see where there’s flexibility and where there are real constraints. We enjoy helping our clients understand their options so they can make choices that reflect what matters most in their lives.

oakmaple.com

Address

35 King Street, Suite 10
Burlington, VT
05401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18026622880

Website

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