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Affiliations

We are the Corporate Affiliate for Financial Planning for the Vermont State Medical Society (VMS).  The Society is the leading voice for physicians in the state and is dedicated to advancing medical practice by advocating on behalf of Vermont's doctors, patients and the communities they care for.

We are the Affiliate for Financial Planning for the Vermont Veterinarian Medical Society. (VVMA) The Society promotes animal well-being and provides education for veterinarians and the public to influence public policy and opinion concerning veterinary medicine. It helps enhance the ability of Vermont veterinarians to succeed.
MD Preferred Physician ServicesWe are a recognized member of MD Preferred Services - An organization committed to help physicians find resources for their financial needs as they advance their careers.
We are a member of the Financial Planning Association® (FPA®), the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.