Davis & Hodgdon Associates CPAs

Equinox Financial Advisors Inc. is an investment advisory and financial planning firm providing high quality, customized investment management and financial planning services to individuals, families, non-profits and small businesses. Located in Manchester Center Vermont, the firm is independently owned and managed by the principal of the firm, David Fielding. Equinox Financial Advisors retains as a primary objective, providing professional, individually-tailored investment and financial planning services to individuals, families, small businesses, professional, and non-profits. We seek to understand the personal goals of our clients, designing every portfolio and financial plan to meet those specific needs. Our decisions are guided by the highest ethical and professional standards, offering each client a relationship based on personal knowledge, the highest levels of trust and investment and financial planning expertise. Our goal at Equinox Financial Advisors, Inc is to make our clients? financial position as secure as possible. We want our clients to feel comfortable with their overall financial plan and with each of their investments. Our business has been built on the following principles: We want to provide personalized service that meets the individual needs and desires of our clients. Our clients are best served by a team of experienced and highly educated professionals working together. Effective financial management requires an integrated approach that includes both financial planning and investment management. Educating clients and helping them make prudent financial decisions is our responsibility as advisors. We take our fiduciary role seriously and believe it is important to earn your trust by consistently providing quality informed and unbiased advice. Our approach to planning emphasizes a long term relationship with our clients and their families. Investments are selected to meet the goals and objectives of the client as well as to offer diversification, adequate cash flow, capital appreciation potential, and appropriate tax shelter. We are experienced in managing portfolios of individuals stocks, exchange traded funds, bonds as well as mutual funds. Call us for all you financial planning needs or visit our website for more information and the answers to many frequently asked questions.

Spivey Lemonik Swenor PC is a sophisticated and proactive accounting firm located in Manchester, Vermont. Our full-service accounting firm can handle all your personal and business needs, including tax preparation, business consulting, financial planning, and wealth management. Our individual services include retirement planning, estate planning, and pension plans. Call us today for more information.