About Us
Experience. Independence. Innovation.
DWV Advisors was founded on a simple idea: wealth management should evolve in tandem with the markets. After more than two decades of teaching finance and accounting at the university level, Dennis W. Voigt, CPA/PFS, observed how traditional investment strategies were struggling to keep pace with a rapidly changing world.
That academic foundation, combined with a lifelong passion for applying data and mathematics to real-world problems, led Dennis to create the EverGreen Portfolios: adaptive, AI-data-driven strategies designed to help navigate different market conditions.
Led by Dennis Voigt, CPA/PFS:
Strengthened by the Next Generation of Financial Leadership
DWV Advisors, together with its affiliated CPA firm DWV CPA PC, comprises financial, accounting, and tax professionals who share a common goal: to help clients make informed, intelligent decisions about their finances through transparency, technology, and trust.
A Fiduciary Boutique for Families Who Expect More Than Traditional Advice
Today, DWV Advisors serves successful individuals, families, and business owners who want a more deliberate approach to building, preserving, and distributing wealth.
We integrate investment management, financial planning, tax coordination, and estate strategies under one roof, combining the depth of institutional research with the accessibility of a Vermont-based fiduciary boutique.
Let’s Talk About What’s Next for Your Wealth
Discover how our EverGreen strategies and integrated planning approach can help you invest smarter and plan more effectively.
