Beyond the mechanics of the plan, we have deep expertise in investing. We run over a half billion dollars of investments for individuals and 401(k) plans. Our approach rests on Nobel Prize-winning research and decades of empirical academic studies. We do not hype investments, we do not attempt to predict the future, and we do not obscure fees. We do carefully consider risk and human emotions in constructing plans.
Our objective is to do for you what we do for ourselves. This is not always a given.
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
5 Essex Square, Suite 3A
Essex, CT 06426
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
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