Jody White CFA, CFP®
President and Owner
Jody has been a team member since 2000. Jody advises clients, leads financial planning and consulting, performs investment research, manages investment portfolios, and coordinates portfolio strategy.
Farrow FinancialFee-Only Financial Advisor
in South Burlington, VT
Farrow Financial, Inc. is a fee only Registered Investment Adviser. We offer financial planning, investment management, and consulting services. These services are provided to individuals, trusts, estates, charitable organizations, corporations, other business entities, pension plans, and profit sharing plans.
Farrow Financial, Inc. has been providing these services since 1981. We are located in South Burlington, Vermont.
Investment Management
- Farrow Financial, Inc. provides continuous supervised and personalized portfolio management for individuals, corporations and not for profit organizations.
- The minimum account size for investment management is $1 million.
- Farrow Financial, Inc. works with all clients to develop an investment policy statement describing portfolio goals, acceptable risk and any restrictions a client wishes to place on their investments.
- Client portfolios typically hold individual stocks, exchange traded funds, bonds, and mutual funds.
- Farrow Financial, Inc. may advise clients on other types of investments when appropriate.
Investing in securities involves the risk of loss. Each type of security in which we invest has unique risks. Clients must be prepared to bear these risks.
Financial Planning
- Farrow Financial, Inc. offers comprehensive financial planning services.
- There is no minimum account size.
- Plans are tailored to the needs of each individual client.
- As part of the implementation phase of the financial plan we recommend client-specific changes. When necessary, we work with their current advisor, attorney, accountant, insurance agent or other professionals to execute the plan.
A typical plan includes
- Goal Prioritization
- Cash Flow & Net Worth Analysis
- Insurance Planning
- Investment Planning
- Tax Planning
- Retirement Planning
- Estate Planning
Consulting Services
Farrow Financial, Inc. consulting services include but are not limited to:
- Informal business valuations
- Business transactions
- Research services
- Non-continuous investment reviews
The Farrow Financial Team
Deborah Ackerman FPQP™, IACCP®
Compliance & Financial Planning Associate
Deborah has been a team member since 2008. Deborah is the firm’s Chief Compliance Officer and handles all regulatory and compliance tasks. She also advises and coordinates with clients in developing financial plans.
Miranda Palmer
Operations Manager & Trading Assistant
Miranda has been a team member since 2012. Miranda assists with portfolio trading, handles the firm custodial relationships, account management for clients, and coordinating client requests.
Contact Us
farrowfinancial@farrowfinancial.com (802) 728-4287
1 Kennedy Drive Suite U8
South Burlington, VT 05403