Marble Trail Advisors

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Client assets under management

$578,871,236

Clients

368

51% high-net-worth

Advisors

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

Typical

Average account size

$1,573,020

About

Marble Trail Advisors provides comprehensive wealth management and integrated financial planning to individuals, families, trusts and select institutional clients, coordinating with clients’ attorneys, tax accountants, or insurance professionals when appropriate. The firm also refers a portion of client assets to third‑party money managers and acts as a communication conduit between clients and those managers.

Investment decisions are guided by a written Investment Policy Statement and a fundamental, value‑based approach that evaluates both individual securities and overall portfolio risk; portfolios are primarily constructed using equities, exchange‑traded funds, no‑load mutual funds, corporate and municipal securities, and U.S. government securities and are generally managed on a discretionary basis. Financial plans are treated as integral to the relationship and are updated at least annually or when a client’s material circumstances change.

Distinctive aspects noted in the firm’s brochure include its ownership structure: Marble Trail Advisors is a wholly owned subsidiary of a tax, accounting, and business consulting firm, and the firms’ shared ownership and reciprocal referral arrangements are disclosed as potential conflicts of interest. The firm also discloses custody‑related practices that are more involved than typical, including serving as trustee in a limited number of client arrangements (with annual independent surprise examinations) and documented relationships with preferred custodians that include support services agreements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Percentage

0.30% to 1.00% annually based on total assets under management

Other

Minimum fee: Minimum annual planning fee of $2,500 per household, negotiable Fee-only: Comprehensive wealth management with fixed financial planning fees and asset-based investment management fees

Main office location

Marble Trail Advisors

88 Main Street

Middlebury VT 05753, United States

Number of offices

Most active in

California · Florida · Maine · Massachusetts · New Hampshire · New York · Vermont

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 802-388-6300

Advisors at this firm

Stephen B

Series 65

Middlebury, VT

Marble Trail Advisors

Stephen Boyce is a financial advisor with Marble Trail Advisors in Middlebury, VT, holding a Series 65 credential. He has been with Marble Trail Advisors since 2021 and previously worked at People's United Bank for 22 years. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and integrates annual financial planning reviews with ongoing portfolio monitoring and rebalancing.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Skylar A

Series 65

Middlebury, VT

Marble Trail Advisors

Skylar Atkins is a financial advisor at Marble Trail Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Davis and Associates and Vermont Book Shop. Atkins has been with Marble Trail Advisors since 2018. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and offers discretionary portfolio management as well as referrals to third-party money managers.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Donald D

Series 65

Middlebury, VT

Marble Trail Advisors

Donald Devost is a financial advisor with Marble Trail Advisors in Middlebury, VT, holding a Series 65 designation and 15 years of industry experience. He has been with Addison Advisors LLC dba Marble Trail Advisors since 2010. Marble Trail Advisors is a fee-only wealth management firm serving individuals, families, trusts, and institutional clients, managing approximately $490.2 million in assets. The firm employs a fundamental, value-based investment approach and combines comprehensive financial planning with portfolio management and third-party manager referrals.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Megan M

Series 65

Middlebury, VT

Marble Trail Advisors

Megan Mandigo is a financial advisor at Marble Trail Advisors with three years of industry experience. She holds the Series 65 designation and has previously worked at Parlour LLC and Ripton Elementary School. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm employs a fundamental, value-based investment approach and manages approximately $490 million in client assets.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Eileen M

CFP®

Middlebury, VT

Marble Trail Advisors

Eileen Mc Caffrey is a CFP® professional with four years of experience at Marble Trail Advisors. Prior to joining Marble Trail Advisors, she spent 17 years at Fothergill, Segal & Valley CPA's. Marble Trail Advisors is a fee-only firm providing comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm manages approximately $490.2 million and employs a fundamental, value-based investment approach combined with ongoing portfolio monitoring and financial planning reviews.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

Matthew W

Series 66

Middlebury, VT

Marble Trail Advisors

Matthew Wootten is a financial advisor at Marble Trail Advisors with 23 years of industry experience. He holds a Series 66 designation and has been with Marble Trail Advisors since 2014. Marble Trail Advisors provides fee-only comprehensive wealth management and financial planning to individuals, families, trusts, and institutional clients. The firm follows a fundamental, value-based investment approach and offers discretionary portfolio management as well as referrals to third-party money managers.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance

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