We will be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

A man standing on the side of a lake fishing.

We strive to keep fees low so you have more money to invest.

Fees and commissions can have a significant impact on your portfolio. Layers of fees may erode your principal significantly. As a member of NAPFA (The National Association for Personal Financial Advisors) we have earned the designation as a fiduciary. Being on your side of the table means disclosing all charges on a “Fee-Only” basis.

Our Team

CenterPoint Financial, Inc. was established by Priscilla Gilbert, CFP^® whose family has been in the financial services and Registered Investment Advisory business for many years. This family tradition was established to serve the individual client in an understandable way in the world of rapidly moving, complex, and often intimidating financial services delivery. Since its founding, the firm has been committed to disclosing costs, performance, and how it earns its keep for the client.

Priscilla N. Gilbert, CFP^®, President and Founder

President of CenterPoint, Priscilla enjoys working with individuals, families, and small businesses to plan ahead...

Joyce Smith Cole, CFP^®, Adviser Emeritus (Retired)

Joyce's creativity, vision, and careful planning have served her clients well for almost three decades....

Patricia Valentine, FPQP^™, Client Associate

Patty works at the firm's principal office in Montpelier, VT. She focuses on client outreach...

CenterPoint matched its employee charitable contributions at year-end 2023.

We are committed to the good work of social, cultural, and humanitarian efforts around the world. Here are some of the organizations that CenterPoint has supported with generous matching contributions.

Green Mountain Youth Symphony - striving to be an essential part of the development of children into well-rounded young adults
Green Mountain Club - the founder and maintainer of the Long Trail - the oldest long distance hiking trail in America
Vermont River Conservancy - a statewide, water-focused, nonprofit land trust focused on the protection of exceptional shore land as essential to the quality of life in Vermont
Kellogg-Hubbard Library - providing the central Vermont community with a variety of resources and programming for children and adults
Central Vermont Humane Society - every day, homeless animals rely on CVHS for food, shelter and medical care – and to find new loving homes

Open Door Clinic - a free health clinic for uninsured and under-insured adults in Addison County, Vermont
Trout Unlimited - a non-profit organization dedicated to the conservation of freshwater streams, rivers, and associated upland habitats for trout, salmon, other aquatic species, and people
Habitat for Humanity - helps people in your community and around the world build or improve a place they can call home
National Park Foundation - working in the parks you love to protect them for the next generation
Vermont Food Bank - the largest anti-hunger organization in Vermont

Definitions

CFP^® refers to Certified Financial Planner, a designation held by both Ms. Gilbert and Ms. Cole. It is a rigorous complement of coursework, examinations, continuing education, and ethical standard requirements.

NAPFA refers to The National Association of Personal Financial Advisors, which likewise holds financial advisers to high professional and fiduciary standards and bears the coveted trademark of Fee-Only™. Members have committed to receive no compensation in terms of referral fees, commission, or trails. This supports the commitment to only our clients first.

CenterPoint believes in mentoring and seeks to advance the education and experience of entrants into the profession by mentoring and hiring interns.