"Since 2000, our independent financial planning firm has been dedicated to serving HNWI across the country from our offices in South Burlington, VT, and Atlanta, GA.Our extensive expertise in traditional financial planning, complimented by our unique skills in collaborative *Guided Discovery, positions us to tailor each client's experience to their individual needs. We are proud to be at the forefront of such integrated, holistic financial planning.As a fee-only fiduciary, we never receive commissions of any kind. This allows us to provide trustworthy and unbiased financial advice. With us as your trusted partner and a collaborative plan in place, you will have the freedom and financial security to focus on what matters most to you."
Address: 2 Market St, South Burlington, VT 05403, USA
Phone: (802) 660-7086
State: Vermont
City: South Burlington
Zip Code: 05403
Opening Hours
Monday: 8:30 AM – 5:00 PM
Tuesday: 8:30 AM – 5:00 PM
Wednesday: 8:30 AM – 5:00 PM
Thursday: 8:30 AM – 5:00 PMFriday: 8:30 AM – 5:00 PM
Saturday: Closed
Sunday: Closed