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

Oak Maple Finance, LLC

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Burlington, VT
Oak Maple Finance, LLC

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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.

11/02/2026

Holiday Spending Tips: A Little Planning Goes a Long Way!
Between gifts, gatherings, and all the little extras, expenses can add up quickly. Here are three ways to help make holiday spending feel a little more manageable.

Remember: A meaningful holiday season doesn't have to come with a big price tag. A little planning now can help you enjoy the season with less financial stress and more peace of mind.

oakmaple.com

10/30/2026

Vermont colleagues (CFPs, CPAs, estate planning attorneys) -

Join us on November 17th at 9:00a.m. at Elley Long Music Center for a morning of connecting with other professionals (let's build those networks back up as so many of our collaborators are retiring!) and a panel presentation on partnership.

Thank you to The Vermont Community Foundation for convening us for this important conversation!

CE available for CPAs, pending for CFPs.

https://tr.ee/3zb5i3

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

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

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

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

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

10/09/2026

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

oakmaple.com

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

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

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

https://www.oakmaple.com/

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