Description: You are serious about building your portfolio and preserving your family wealth over the long term. Our commitment to our clients and our community is unwavering.
burlington (1007) raymond james (901) vt (531) jim donohue (3) hickok & boardman capital management (2) michael mccormack (2) brigette white (2) zachary musgrave (2) b. peter trottier jr. (2) kari phillis (2)
At Hickok & Boardman Capital Management, our commitment to our clients and our community is unwavering. With roots dating back to 1821 right here in Vermont, our founding principle endures to this day – to have a positive and meaningful impact on people’s lives, both inside and outside our office. We are dedicated to creating a comprehensive financial plan specifically designed to help you, your family and your community succeed.
Pursuing success on your terms. You are serious about building your portfolio and preserving your family wealth over the long term.
It’s why you want a trusted financial partner who shares your values and can tailor a comprehensive financial plan to accommodate all of your objectives and wishes.