DWV Advisors LLC

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Work Group, Category & Country

  • Category

  • Work Group

  • Open Times

    Mon: 09:00 - 17:00
    Tue: 09:00 - 17:00
    Wed: 09:00 - 17:00
    Thu: 09:00 - 17:00
    Fri: 09:00 - 17:00
    Sat: Closed
    Sun: Closed

  • Country

    United States

About Us

DWV Advisors is a fee-only fiduciary financial advisor in Vermont. We offer customized portfolio management services, retirement planning, and tax-efficient financial strategies for families and business owners. Led by Dennis Voigt, a practicing CPA and former professor, our EverGreen portfolios go beyond the traditional 60/40 asset mix by blending equities, futures, and alternative investments. Serving clients in Vermont and nationwide, we help clients think differently about how their wealth is managed.

International Dialing Code For United States

United States
Dialing code
+1

Call & Message

Address MAP

  • Street Address

    76 Pearl Street
    Suite 205
  • City

    Essex Junction
  • State / Province

    Vermont
  • Zip / Postal Code

    05452