WHO WE ARE
We believe that everyone who needs help with financial planning, investment management, taxes and/or business accounting deserves a service provider they know and can trust.
So we created Marble Trail Financial by bringing together three respected firms: Addison Advisors, Misasi & Company CPAs and Davis Associates. We are experienced professionals, committed to our community, who combine asset management with tax preparation as well as comprehensive financial planning to offer a complete package of financial services for individuals, families, and businesses.
Our business takes inspiration from the Marble Trail — the geological corridor of western Vermont whose marble, quarried here since the 1700s, has been crafted into many of America's most treasured public buildings, monuments, and works of art. Just like the Marble Trail, our roots are here in Vermont, our experience is solid, and our connections spread far and wide.
As registered investment advisors, certified public accountants, and enrolled agents 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're a small firm, which allows us to work closely with every client, and it means we can consistently deliver high-quality, personalized service — the kind that earns trust, and rewards it.
We love what we do. Our work can be complex, but our goal is simple: we strive to make long-term, positive differences for everyone who places their trust in Marble Trail Financial.
Photo: Proud craftsmen behind their handiwork in Middlebury's Marble Works, circa 1900 (collection of Henry Sheldon Museum of Vermont History, Middlebury, VT).