At D.B. McKenna & Co., Inc. we believe...

  • By putting clients’ needs first and taking a conservative approach to investing, we can build long-term partnerships. It is our goal to become your financial partner ... for life.
  • In the importance of a financial plan–one that evolves with life changes. We work with our clients to develop attainable financial goals and objectives. We educate them, assist them in the selection of appropriate investments, and monitor their plans to help meet established goals.
  • In providing our clients with the highest level of service. Accordingly, we have established a team to satisfy their needs and to remain responsive at all times. Our quality service and client commitment distinguish us from our competitors.
  • We have the blend of professionalism, knowledge, and available investment alternatives to meet the diverse needs of our clients.
  • We invest in our clients as much as they invest in us.

Founded in 1982, D.B. McKenna, & Co. is an independent investment broker/dealer serving the needs of individuals, corporations and non-profit organizations primarily located in Vermont, northwestern Massachusetts and northeastern New York. Our clearing arrangement with Raymond James and Associates, Inc., allows us to offer clients the face-to-face contact they desire, as well as the research and account services of a major national investment firm.

We are a ”family” business of investment professionals, dedicated to meeting the individual needs of those we serve. We welcome the opportunity to work with you.

We're On Your Side

As with your physician or attorney, the relationship between you and your financial advisor is a personal one, based on professionalism and trust. At D.B. McKenna & Co., we value the confidence our clients place in us.

What makes us different?

We're independent – that means we're objective in helping you select the appropriate investments for your needs. With D.B. McKenna & Co., you're always assured that investment recommendations are based on careful evaluation of your individual financial goals.

We understand that our clients want the personal, face-to-face contact a local investment firm provides, as well as the services of a major,national investment firm. To accomplish this we've engaged Raymond James & Associates as our clearing broker and offer our clients the best of both worlds: our local presence, along with their top-rated clearing and custodial services, nationally acclaimed research, and access to a wide variety of investment alternatives and services.

As Bennington's oldest independent investment firm, we've been serving our clients for more than 25 years. Our work is that much more rewarding because our clients are friends, neighbors, and business associates.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.