Our Firm
Our Firm
History
Established in 2004, Equinox Financial Advisors, Inc. is an investment advisory and financial planning firm providing customized services to individuals, families, non-profits, and small businesses.
Located in Manchester, Vermont, the firm is independently owned and operated by the firm’s principal.
Fiduciary Standard
As a Vermont Registered Investment Adviser, we have a fiduciary duty to our clients.
Simply put, we must act for the benefit of our clients with undivided loyalty and utmost good faith.
We take this role seriously, and believe it is our responsibility to earn and maintain clients’ trust.
Commitment
Long Term
With experience spanning generations, we realize the importance of building and maintaining long-term relationships to prepare clients and their families for every season of life.
Personalized Service
Each client’s needs and desires are unique, and circumstances are ever-changing. As such, a sound communication channel is the basis of our commitment to offering personalized service that serves both current needs and future objectives.
Integrated Approach
Effective financial management includes both financial planning and investment management.