01. About Us
We are an independent financial planning firm located in Vermont, serving clients throughout the United States. We have been providing wealth management and comprehensive financial planning for physicians and busy professionals for more than 40 years.
02. Our Philosophy
As a firm, we believe that in order to make a proper recommendation for our clients, we first need to develop a comprehensive financial plan. We do not charge for this process because our experience has shown that this will lead to better outcomes for our clients, and we don’t want up-front out-of-pocket costs to be a barrier.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.