Why Us?

At DWV Advisors, we think differently about wealth management. Our philosophy is built on the belief that investors deserve more than opinions and forecasts; they deserve clarity rooted in evidence, strategy, and accountability.

We start with research, not assumptions. Every recommendation is guided by data, mathematics, and behavioral insight rather than short-term speculation or emotional reactions to the market. It’s an approach grounded in logic, strengthened by experience, and focused entirely on your long-term success.

Why Successful Individuals, Families, and Business Owners Choose DWV Advisors

When your financial picture grows more complex, you need more than generic advice, you need insight, coordination, and accountability.

DWV Advisors combines institutional-level research, academic expertise, and fiduciary discipline to help high-net-worth individuals manage, preserve, and transfer wealth with purpose.

Clarity and Confidence

Every strategy is grounded in data, not predictions.

Integrated Oversight

Investments, tax, and estate planning aligned under one roof.

Adaptive Strategies

EverGreen Portfolios are designed to provide diversified exposure across changing markets.

Transparency & Control

Real-time visibility into performance, risk, and progress.

Personal Attention

A boutique fiduciary experience that puts you first.

Clarity and Confidence

Every strategy is grounded in data, not predictions.

Integrated Oversight

Investments, tax, and estate planning aligned under one roof.

Adaptive Strategies

EverGreen Portfolios are designed to perform across changing markets. 

Transparency & Control

Real-time visibility into performance, risk, and progress.

Personal Attention

A boutique fiduciary experience that puts you first.

A Fiduciary Partner for Forward-Thinking Investors

DWV Advisors brings the depth of institutional research and the precision of academic analysis to individual investors, without the bureaucracy or layers of large institutions. We offer a smarter, more transparent way to grow and preserve wealth, combining analytical discipline with the personal connection of a boutique advisory firm.

If you’re looking for a firm that values clarity over complexity and evidence over opinion, you’ll find it here.

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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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