Deborah
Maher

Otto & Associates, Inc

CRD#7429053
Investment Advisor
in Norwich, VT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Deborah Maher is a certified financial planner operating out of Norwich, Vermont with 2 years of industry experience. Maher is an employee of Otto & Associates, Inc. They have spent all of their employment at Otto & Associates, Inc. Maher can serve investors in Connecticut, New Hampshire, New York, North Carolina, Texas and Vermont. Otto & Associates, Inc is a registered investment business that has its headquarters in Norwich, VT. It oversees $195 million in total assets across its 579 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 579 client accounts, 47% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Otto & Associates, Inc most likely are comprised of asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

16 Beaver Meadow Road
Norwich, VT 05055

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Otto & Associates, Inc Brokerage Details

Total Assets Under Management

$194,454,861

VT Average: $4,257,716,217
Total Number of Employees

6

VT Average: 30
Total Number of Accounts

579

VT Average: 868
Average Account Size

$335,846

VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Deborah Maher Work History

Deborah has been registered as a financial advisor for 2 years.*

1997 - Present (27 years)

Otto & Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Deborah Maher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Otto & Associates, Inc

Susan Goodell
Norwich, VT
Deborah Maher
Norwich, VT
David Otto
Norwich, VT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started