About Marble Trail Advisors
<p>From the Champlain Valley in Middlebury, Vermont, Marble Trail Advisors works with clients across northern New England, with a second office in Yarmouth in the Portland, Maine area. The firm also operates under the name Marble Trail Financial.</p> <p>Marble Trail Advisors is an investment advisory and accounting firm that supports individuals, families, and businesses with day-to-day planning and long-term financial decisions. Its work spans financial planning, investment management, and tax planning and preparation.</p> <p>For employers that want help running a retirement plan without adding staff, the firm offers 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>. This role focuses on investment guidance and monitoring support for plan sponsors.</p> <p>What sets Marble Trail Advisors apart is the mix of advisory and accounting work under one roof, which can help align investment decisions with tax planning.</p> <ul> <li>Offices in Middlebury, VT (headquarters) and Yarmouth, ME</li> <li>Also known as Marble Trail Financial</li> <li>Financial planning</li> <li>Investment management</li> <li>Tax planning and preparation</li> </ul>
Website: https://www.marbletrail.com/
Office Locations
- Middlebury, VT (Headquarters)
- Yarmouth, ME
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $13.0M
Team Members
- Don Devost, Principal
- Matt Wootten, Principal
- E Lela McCaffrey, Principal
- Amy Coogler, Tax Manager, CPA, MAcc
- Eden LaLonde, Tax Manager
- Kerry Mulcahy, Director of Client Services