Roots & Sparrow is a Vermont-registered, fee-only investment advisory firm providing financial planning and investment management through an ongoing advisory relationship. Founded on the belief that financial planning should offer both stability and possibility, the firm brings together practical financial guidance and a forward-looking perspective. Its name reflects this philosophy: roots represent a foundation, while the sparrow serves as a reminder to take flight.

Roots & Sparrow’s services include financial planning and investment management, delivered as part of its continuing work with advisory clients. The firm is based in Middlesex, Vermont, and invites prospective clients to learn more about its approach and the firm through its website or by contacting Kasandra. The firm can be reached by phone at (802) 683-6434 or by email at [email protected].

Roots & Sparrow LLC is registered as an investment adviser with the State of Vermont. The firm notes that registration does not imply any particular level of skill or training. Its website also provides access to its disclosures and privacy information.