# Marble Trail Advisors
Source: https://planprovider.pro/provider/marble-trail-advisors

> From the Champlain Valley in Middlebury, Vermont, Marble Trail Advisors works with clients across northern New England, with a second office in Yarmouth in t…

Retirement Plan Advisor

Middlebury, VT

## 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/](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

## Other Retirement Plan Advisors in VT

- [Antoine Williams & Associates Wealth Management, LLC](https://planprovider.pro/provider/antoine-williams-and-associates-wealth-management-llc) - Shelburne, VT

- [Silverlake Wealth Management LLC](https://planprovider.pro/provider/silverlake-wealth-management-llc) - Williston, VT

- [Farrow Financial INC](https://planprovider.pro/provider/farrow-financial-inc) - South Burlington, VT

- [Intrack Investment Management, Inc.](https://planprovider.pro/provider/intrack-investment-management-inc) - Norwich, VT

- [M. Kraus & Company](https://planprovider.pro/provider/m-kraus-and-company) - Shelburne, VT

- [Maple Capital Management, Inc.](https://planprovider.pro/provider/maple-capital-management-inc) - Montpelier, VT

- [Pathway Financial Advisors, LLC](https://planprovider.pro/provider/pathway-financial-advisors-llc) - South Burlington, VT

- [Westview Investment Advisors](https://planprovider.pro/provider/westview-investment-advisors) - Burlington, VT

- [Trg Investment Advisors, LLC](https://planprovider.pro/provider/trg-investment-advisors-llc) - Brattleboro, VT

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