Who we are

As experienced financial service professionals, we created Addison Advisors because we
believe everyone who needs help with financial planning and investment management should  have local, in-person access to expert services, support and advice. Our roots are in Vermont,  our commitment is to our clients and our community — and our connections spread  far and wide.

We’re a small firm, and always will be. Staying  small means we can work closely with every client. It means we can consistently deliver high-quality, personal service — the kind
that earns trust, and rewards it. As registered investment advisers, we are held, and we hold ourselves, to a higher fiduciary standard:  to act in the best interest of each client, in
every interaction.

We love what we do. Our work can be complex, but our goal is simple. We strive to make a
long-term positive difference for everyone who places their trust in Addison Advisors.

Comments are closed.