D.B. McKenna & Co., Inc.

D.B. McKenna & Co., Inc. is an independent investment broker and dealer founded in 1982, offering financial planning, portfolio management, retirement planning, estate and charitable giving work, education planning, sustainable investing, and consulting on corporate retirement plans. The firm serves individuals, families, corporations, healthcare professionals, and nonprofit organizations, with a particular focus on retirees and foundations.

The firm works through a clearing arrangement with Raymond James and Associates, which gives clients face-to-face advisors in Bennington alongside national research and account services. Clients are served primarily in Vermont, northwestern Massachusetts, and northeastern New York. Its office is at 207 Main St in Bennington, Vermont, and the team includes three financial advisors, two of them Certified Financial Planners.