Accountants, financial advisors combine in one Middlebury business
MIDDLEBURY — Marble Trail Advisors, formerly Addison Advisors and Misasi & Co., have relocated their offices to the second floor of the Old Courthouse, at 5 Court Street in Middlebury. This move solidifies the joint venture created by these two firms in 2016 — Marble Trail Financial.
As Marble Trail Financial, the firms are able to provide their clients with a more comprehensive service offering — one that coordinates financial planning and investment management with tax preparation and planning.
“Our new, shared office space reinforces our partnership and will allow us to collaborate more effectively, under one roof, to ensure the best outcomes for our shared clients,” said Don Devost, principal, Marble Trail Advisors.
The new location offers reserved parking spots for clients along the north side of the building in the alley, and the second floor offices can be accessed by either elevator or stairs. Marble Trail Financial can be found on the web at marbletrail.com.
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