Financial planning and beyond

Tynion Financial Group Profile Photo

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Older engineer tablet

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Donald Tynion Profile Photo

    Donald Tynion

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • IL
    • IN
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VT
    • WA
    • WI
    • WV

    Don has over 30 years of experience in the financial services industry.  He prides himself on finding out all he can about his clients so he can create a holistic approach to addressing their financial needs. Don works with individuals, families, and businesses to create customized financial plans and provide valuable advice relating but not limited to financing education, charitable interests, retaining wealth, estate planning strategies, and the sale of a business. Don is dedicated to helping his clients as they transition through all stages of life including the death of a loved one, divorce, retirement, and the complex needs of a parent or child with special needs.

    Education

    Don is a graduate of Saint Michael's College and earned a B.S. in economics.

    Life outside UBS

    Don is active in both his church and community. He serves as a Knight of Columbus 3rd degree, Boy Scout Leader, and former Little League coach. He is also a third-generation member of both the Knights of the Holy Sepulchre of Jerusalem and the Friendly Sons of St. Patrick in NYC. Because of his love of the outdoors, you can oftentimes find Don golfing and fly fishing with his son, and sailing with his daughter. He and his family enjoy skiing and spending time at their cabin in the Northeast Kingdom of Vermont.

    CA License #0K49047

    • Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Saint Michael's College, B.S. in Economics
      38 Eastwood Drive
      Suite 400
      South Burlington, VT 05403
    • image

      Sara Cheeseman

      Senior Client Associate

      • image
      • image
      • image
      • CO
      • CT
      • FL
      • MA
      • MD
      • ME
      • NH
      • NJ
      • NY
      • PA
      • VT
      • WA

      Sara has been working in the financial services industry since 1986 and with UBS Financial Services, Inc. since 2006. Sara is a Senior Registered Client Service Associate providing the Tynion Financial Group with superb operational support and exceptional client service.

      Education

      Sara grew up in Burlington, Vermont attending Burlington High School. She graduated from Proctor Academy and Champlain College.

      Life outside UBS

      Sara now resides in Williston, Vermont with her husband and children. She is passionate about gardening, and spending time with her grandchildren and many pets.

        • Proctor Academy
        • Champlain College
          38 Eastwood Drive
          Suite 400
          South Burlington, VT 05403

        Focus on liquidity management

        CIO House View monthly livestream

        Tree

        UBS and Credit Suisse—stronger than ever

        Managing wealth is our craft

        We’re committed to understanding what wealth means for you.

        At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

        Backed by the strength of UBS

        A global leader in wealth management

        $5+ trillion

        In invested assets globally 
        As of 11/07/2023

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights