Vermont's Fee-Only Fiduciary Independent RIA
Learn more about Elephant Corner Financial, person behind it, and our philosophy.
My Journey...
I grew up in a family of bankers which I think piqued my interest in personal finance from early age. I remember being 7 or 8 asking my dad to buy me a newly issued bond I overheard him talk about. To be honest, I wasn't 100% certain what I was buying at the time, but after receiving a payment a few months later, I was hooked. From then on, unlike most children who dream of being teachers or police officers, little Nev dreamed of becoming was a trader on Wall St. By the time I was in my teens I started to plan my retirement.
When I turned 18, I came to the U.S. for education and never left. After graduation I got a job in higher education, where I stayed for about 25 years. It's true, I never got that Wall St. job, but my passion for investing and business never waned.
I started a few part-time businesses, most of which failed, but each one teaching me important lessons. In my late 20's I focused most of my free time on investing and semi-jokingly told everyone I planned to retire by age 35. I missed my target by two years and finally reached the point where I could stop working at the age of 37. I tested "retirement" through extended trips and hated it. Turns out, I'm not built for extended relaxation and beach-time, I need a purpose.
I stayed at my job as I began soul-searching for my next chapter, a purpose-driven life. In the meantime, I started teaching financial literacy courses and loved every second of it. I learned that while people praised the education, they often found the implementation overwhelming and needed help with execution. That is how I became a financial planner.
The final piece of my purposeful life puzzle was finding my forever home. I chose Vermont. I fell in love with the state and the people well over 20 years prior, but for whatever reason any attempt to move here just didn't pan out... so after a 20-year pursuit, I am finally home.
Aside from my love and passion for financial planning and spending time with my clients, I enjoy exploring the great outdoors, international travel, and ballroom dancing.
This is me and my buddy Charlie. He frequently attends our meetings, so don't be surprised if you see a random tail during the call.
Services
We are a full-service, independent, fee-only, fiduciary, Vermont based registered investment advisory firm.
Wealth Management
Whether you are starting from scratch, have accumulated or inherited millions, or are somewhere in between, investment management requires time and dedication. While some people enjoy managing their investments, many find it too time consuming and overwhelming. This is where we come in.
In addition to working alongside you to build a portfolio that works for your personal situation, we manage the investments, including regular rebalancing and adjustments (as needed). Our wealth management provides ongoing support for our clients, not only on the investment side but also on the ongoing and regular financial planning and implementation.
We believe in meeting our clients where they are and helping them get where they wish to go. For that reason, we do not have investment minimums.
Financial Planning
One-size does not fit all, or most, for that matter. At Elephant Corner Financial we believe that your financial plan should be as unique as you are. Here, we go in depth, uncovering every aspect of your financial life, from cash flow and retirement to college and business planning.
While we have a set order of meetings to build the plan, we always leave room for you to drive it based on your priorities. We believe in meeting our clients where they are and helping them get where they want to go.
Even the most astute individuals reach a point where we can use some help. So, if you have questions, if there are uncertainties then let's uncover them together and build a plan by your own design, serving your needs.
For in-depth services listing and process, please visit our Financial Planning page.
©2024-2026 Elephant Corner Financial. All Rights Reserved.