Eley Financial Management, Inc.

Eley Financial Management, Inc. (CRD# 105057) is a financial advisory firm headquartered in South Burlington, VT. They manage $189,841,792 in 1,416 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1,416
    ACCOUNTS
  • Average Account Value
    $134,069
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, MA, ME, NC, NH, NY, TX, VT

Financial Advisors at Eley Financial Management, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Joseph M. Diebold
CRD#: 2541809
99 Swift St Suite 305, South Burlington, VT 05403
96
Wealthminder
score

Joseph Diebold (CRD# 2541809) is an Investment Advisor Representative working at Eley Financial Management, Inc. in South Burlington, VT and has over 23 years of experience in the finance industry. Joseph Diebold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew A. Malaney
CRD#: 2088303
99 Swift Street, Suite 305, South Burlington, VT 05403
96
Wealthminder
score

Matthew Malaney (CRD# 2088303) is an Investment Advisor Representative working at Eley Financial Management, Inc. in South Burlington, VT and has over 27 years of experience in the finance industry.

3
Iris R. Darling
CRD#: 4575085
99 Swift St Suite 305, South Burlington, VT 05403
93
Wealthminder
score

Iris Darling (CRD# 4575085) is an Investment Advisor Representative working at Eley Financial Management, Inc. in South Burlington, VT and has over 17 years of experience in the finance industry.

4
Andrew D. Murphy
CRD#: 5120251
99 Swift Street, Suite 305, South Burlington, VT 05403
93
Wealthminder
score

Andrew Murphy (CRD# 5120251) is an Investment Advisor Representative working at Eley Financial Management, Inc. in South Burlington, VT and has over 11 years of experience in the finance industry.

5
Joseph S. Smithwick
CRD#: 5219257
99 Swift Street, Suite 305, South Burlington, VT 05403
93
Wealthminder
score

Joseph Smithwick (CRD# 5219257) is an Investment Advisor Representative working at Eley Financial Management, Inc. in South Burlington, VT and has over 11 years of experience in the finance industry.

6
Gary W. Eley
CRD#: 2471228
99 Swift St Suite 305, South Burlington, VT 05403
76
Wealthminder
score

Gary Eley (CRD# 2471228) is an Investment Advisor Representative working at Eley Financial Management, Inc. in South Burlington, VT and has over 23 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.