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Equinox Financial Advisors

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16 Lincoln Ave, Manchester Center, VT 05255
EquinoxFinancialAdvisors.com
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(802) 768-1554
 
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 Man...read more
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. Investment Management 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 at www.equinoxfinancialadvisors.com for more information and the answers to many frequently asked questions.
 
 

Business Details

Categories


Accounting Auditing & Bookkeeping Services, Financial Planning Consultants & Services, Financial Services, Investment Advisory Services, Tax Return Preparation

Hours of Operation

  • Mon 09:00 AM-05:00 PM
  • Tue 09:00 AM-05:00 PM
  • Wed 09:00 AM-05:00 PM
  • Thu 09:00 AM-05:00 PM
  • Fri 09:00 AM-05:00 PM

Additional Information

  • David L. Fielding Jr. CFP, President David is a established financial advisor in Manchester, Vermont. He founded the firm in January 2004 and concentrates on portfolio strategy and management, secur... More David L. Fielding Jr. CFP, President David is a established financial advisor in Manchester, Vermont. He founded the firm in January 2004 and concentrates on portfolio strategy and management, security analysis, and comprehensive financial planning. He has provided financial services for more than 36 years - 1981 to present as Town Treasurer, six years as controller of a publicly held company and 25 years as a prior owner of a public accounting firm. David earned his undergraduate degree in accounting from Bentley College. He earned his Certified Financial Planner (CFP) designation in 1996 and is a member of Financial Planning Association and North East Financial Planning Association. He holds securities licenses 7, 65, and 63 as well as an insurance license for life, health, and annuities.Less
  • Licensed, Insured

Areas Served

  • VT

Products & Services

  • Accelerated Check Refund
  • Accounting
  • Advisor Searches
  • Amended Tax Returns
  • Annuities
  • More
  • Asset & Portfolio Management
  • Asset Allocation
  • Asset Management
  • Assisted Direct Deposit
  • Auditing
  • Bank Rating
  • Bid Depositories
  • Bid Reports
  • Bonding
  • Bonds
  • Bookkeeping
  • Business Accounting
  • Business Asset Auditing
  • Business Consulting
  • Business Planning
  • Business Services
  • Business Start-Up Planning
  • Business Tax Returns
  • Charitable Trusts
  • Chartered Life Underwriters
  • Check Reconciliation
  • Commodity Trading Consultants & Advisors
  • Compliance Software
  • Computer Software
  • Consultations
  • Corporate Tax Returns
  • Credit Lines
  • Credit Reports
  • Debt Management
  • Derivatives
  • Direct Deposit
  • Diversification
  • E-File Status Checking
  • Electronic Tax Filing
  • Employee Benefit Plans
  • Equity Investments
  • Escrow Services
  • Estate Management
  • Estate Planning
  • Estate Tax Returns
  • Extensions & Late Filing
  • Family Financial Planning
  • Federal Tax Returns
  • Financial Advisors
  • Financial Education Workshops
  • Financial Management
  • Financing
  • Fixed Annuities
  • Foreign Bonds
  • Foreign Currency Traveler's Checks
  • Forensic Accounting
  • Franchise Consultants
  • Free Audit Assistance
  • Free Consultations
  • Gift Tax Planning & Returns
  • Government Auditing
  • Government Bonds
  • Guarantees
  • Index Funds
  • Individual Retirement Accounts
  • Individual Tax Returns
  • Information & Referrals
  • Inheritance Planning
  • Insurance Planning
  • Insurance Premiums
  • International Accounting
  • Internet Services
  • Investment Planning
  • Investment Research
  • Investments
  • Investments - Financial Planning - IRA & 401K Rollovers
  • IRA Rollovers
  • Letters of Credit
  • Litigation Support
  • Load Funds
  • Local Tax Returns
  • Mergers & Acquisitions
  • Money Market Accounts
  • Multistate Tax Returns
  • Mutual Funds
  • No Load Funds
  • Non-Profit Auditing
  • Notary Services
  • Options
  • Out-of-State Returns
  • Payment Plans
  • Payroll Administration
  • Payroll Tax Returns
  • Prior Year Tax Returns
  • Rapid Refunds
  • Receivable Management
  • Referrals
  • Refund Anticipation Loans
  • Retirement Planning
  • Roth Individual Retirement Accounts
  • Sarbanes-Oxley Software
  • Senior Discounts
  • SEP Individual Retirement Accounts
  • Small Business Services
  • State Tax Returns
  • Stock Investments
  • Tax Consulting
  • Tax Forms
  • Tax Planning
  • Tax Resources
  • Tax Return Preparation
  • Taxpayer Representation
  • Traveler's Checks
  • Trust Management
  • Trusts
  • Utility Bill Auditing
  • Wealth Management
  • Year-Round Services
  • Less

Specialties

  • Investment & Financial Planning - Rollovers

In Business Since

  • 1993

Customers Served

  • Residential, Commercial
 

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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. Investment Management 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 at www.equinoxfinancialadvisors.com for more information and the answers to many frequently asked questions.