✓ Yes: dedicated Advisor
✓ Yes: 100% fiduciary
✓ Yes: 100% objective advice
✓ Yes: low + clear fees
✓ Yes: index fund methodology
✓ Yes: diversification of investments
✓ Yes: rebalancing of account
✓ Yes: ability to contact your Advisor on his or her cell phone.
x No: call-centers
x No: product commissions paid to Advisor
x No: conflicts of interest: our firm does not create funds
x No: complicated or subtle billing of your account
x No: sales charges on products
x No: annuities or whole life insurance sales
Burlington, VT Financial Advisor
Burlington, VT 05401