Low Fund Fees
In most cases, fees for the funds we recommend average 1/10th of one percent or less.
Low Advisor Fees
Our advisor fees are low and clear, and no one pays us other than the client.
Low Record-Keeping Fees
By analyzing your current plan, we can help bring light to your current fee structure.
Easy Transition
We have conversion specialists on staff who have human resource experience.
Payroll Integration
We will assess the compatibility of your current payroll provider with the best 401k plan providers.
Careful Investors
Our approach rests on Nobel Prize-winning research and decades of empirical academic research.
Employee Education
We help employees start and stay in a long-term investment model.
Tax Savings
401k plans provide employers and employees with a pre-tax opportunity to save for retirement.
Liability
Many people don't realize this, but the trustee of a 401k plan is personally liable for the plan.
Independent
We offer independent advice to businesses and non-profits.
Fiduciaries
As a Fiduciary, we hold a legal and ethical relationship of trust with our clients, and we take that trust seriously.
Vergennes, VT Financial Advisor
206 Main Street Suite 20
Vergennes, VT 05491
(802) 777-9768
Wayne, PA Financial Advisor
851 Duportail Rd 2nd Floor
Chesterbrook, PA 19087
(610) 673-0074
Burlington, VT Financial Advisor
77 College Street #3A
Burlington, VT 05401
(802) 503-8280
Middlebury, VT Financial Advisor
79 Court Street, Suite 1,
Middlebury, VT 05753
(802) 829-6954
Hanover, NH Financial Advisor
26 South Main Street #4
Hanover, NH 03755
(802) 341-0188
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