Marble Trail Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
0.30% to 1.00% annually based on total assets under management
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
88 Main Street
Middlebury VT 05753
Advisors at this office
4
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · New York · Vermont
Also doing business as
Addison Advisors LLC · Marble Trail Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Stephen B
Series 65
Middlebury, VT
Marble Trail Advisors
Stephen Boyce is a financial advisor at Marble Trail Advisors in Middlebury, VT, holding a Series 65 designation with one year of industry experience. He worked at People's United Bank for 22 years before joining Marble Trail Advisors, where he has been since 2021. Marble Trail Advisors provides comprehensive wealth management and financial planning to individuals, families, trusts, and select institutional clients. The firm employs a value-based investment approach guided by written Investment Policy Statements and manages portfolios primarily with equities, ETFs, mutual funds, and fixed income securities, coordinating closely with clients' other professional advisors.
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.
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.
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.
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