Jason N. Cadwell, CPA/PFS, CFP™
Jason is the founding principal of Vermont Pure Financial, Inc., a financial planning and Vermont-Registered Investment Advisory firm located in Shelburne, Vermont. He specializes in providing financial planning services and investment advice to individuals and families on a fee-only basis.
Jason earned a Bachelor of Science (Accounting) degree from the University of Vermont. He has been a CPA since 1986 and a CERTIFIED FINANCIAL PLANNER™ practitioner since 1996. In 1996, he also received his Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA). The PFS mark is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and expertise in a wide range of personal financial matters before being awarded the PFS.
He is a member of the the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division, the Vermont society of Certified Public Accountants (VSCPA), and the Financial Planning Association (FPA).
Many financial advisors accept clients only if they meet certain income and net worth requirements. Jason believes, however, that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Jason is proud to offer the same quality, professional advice to all clients, not just the affluent.
To ensure sound, consistent decisions, Jason works directly with all of his clients, allowing him to get to know them individually. This gives him the opportunity to understand their entire financial situation and make decisions consistent with their goals, objectives, and financial resources. Jason understands that all of his clients have unique financial objectives and prides himself on providing financial advice based on an individual's best interest.
Please join Jason in building brighter financial futures for you and your family.