As a Fiduciary, we hold a legal and ethical relationship of trust with our clients and we take that trust seriously. Fiduciaries represent only the interests of clients. No one pays us other than our clients. We are 100% independent in our decision making.
We encourage you to ask your current advisor to document, in writing, that they are not compensated for your business in any way by anyone other than you. Let us know the results.
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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