Contact Us

Contact Us

Learn how our unique planning-intensive approach and disciplined investment strategy can help you minimize blind spots and achieve your goals.

Location

76 Pearl Street, Suite 205
Essex Junction, VT 05452

Phone

(802) 879-3766

Interested in working together? Schedule a consultation today.​

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.
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DWV Advisors LLC is a registered investment adviser located in Essex Junction, Vermont. DWV Advisors LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. DWV Advisors LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of DWV Advisors LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as DWV Advisors LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by DWV Advisors LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of DWV Advisors LLC’s current written disclosure statement discussing DWV Advisors LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from DWV Advisors LLC upon written request. DWV Advisors LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to DWV Advisors LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. All investments carry a degree of risk. Past performance is not a guarantee of future results, and investors may lose some or all of their principal

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