A complete list of active advisors currently associated with Equinox Financial Advisors, Inc.

Warmer can help you find a great advisor at Equinox Financial Advisors, Inc. or one who fits your needs even better.

Equinox Financial Advisors, Inc. provides wealth management, investment management, financial planning, and tax preparation and filing services to individuals, high‑net‑worth clients, trusts, estates, businesses, and nonprofit organizations. The firm manages roughly $110.9 million in discretionary client assets across about 312 client relationships and serves as a fiduciary to its clients. The firm builds customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and may incorporate individual stocks, bonds, options, or REITs as appropriate, while allowing clients to impose reasonable investment restrictions. Investment management is delivered through continuous personal contact, periodic reviews, and ongoing monitoring, with flexibility to rebalance or sell for tax, risk‑management, or cash‑flow reasons. Noteworthy features include an unusually high client load for a single‑advisor independent firm combined with an in‑house tax preparation capability; the firm’s principal holds CFP®, APMA™ and Enrolled Agent credentials. Equinox explicitly serves corporate and charitable clients and offers discounted fee arrangements for nonprofit organizations, and firm leadership’s nonprofit board involvement may inform its work with charitable and business clients.

To learn more about the advisors currently working at Equinox Financial Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Tyson Fielding	Manchester Center, VT	9

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