Equinox Financial Advisors, Inc.

Overview

Equinox Financial Advisors was founded in 2004 and is based in Manchester Center, Vermont. The firm is independently owned by its principal and registered as a Vermont RIA, meaning it operates under a fiduciary duty to clients. The firm provides investment advisory and financial planning services to individuals, families, non-profits, and small businesses. Its approach combines financial planning and investment management through an integrated model. The firm does not disclose specific asset classes, investment strategies, or portfolio companies. Equinox maintains a single office in Manchester Center and does not report total professionals or AUM publicly. The firm emphasizes long-term client relationships, personalized service, and a fiduciary standard as its core commitments. Equinox operates as a standalone RIA without affiliation to larger financial institutions, investment funds, or family offices. Its structural differentiator is its independent fiduciary posture and focus on serving local Vermont clients through a single location.