About Tenured Advisors

TA Team Photo
Our Mission

Team-based Financial Planning Tailored to Academic Families

Our philosophy is very simple; with everything we do for our clients, we ask the following questions:

How can we simplify our client’s lives, how can we make our clients’ lives better, how do we reduce or remove anything that could derail their plan?

By using this approach, we aim to put our focus on what is most essential for the success of our clients’ financial lives.

Your Advisory Team

Gautier Wallaert, CFP®
Gautier Wallaert, CFP® Senior Wealth Advisor
Kevin Flaherty, CFP®
Kevin Flaherty, CFP® Senior Wealth Advisor
Chad Fitzpatrick
Chad Fitzpatrick Senior Wealth Advisor
John W. Morlock, AAMS®
John W. Morlock, AAMS® Senior Wealth Advisor
Annie Mahoney
Annie Mahoney Director of Client Service

Our Business Support Team

As investment professionals, Tenured Advisors receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.

Will Brand, CRCP®
Will Brand, CRCP® Chief Compliance Officer
Ryan Geschke
Ryan Geschke Director of Investments
Erin Corbett
Erin Corbett Director of Finance & Human Capital
Jenny Kurz
Jenny Kurz Marketing Coordinator
Lauren Lehman, CFA®, CFP®
Lauren Lehman, CFA®, CFP® Head of Portfolio Management
Arianna Rodriguez, CIMA®
Arianna Rodriguez, CIMA® Senior Portfolio Manager

NewEdge News

Forbes 2025 Top RIA Firms
Barron's Advisors Top 100 RIA Firms
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Tenured Advisors is a boutique, full-service wealth management firm that provides personalized, in-depth financial planning and exceptional client service. We build lifelong relationships with our clients and their loved ones and care for them as we would our own families.

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Vermont

20 Main Street
Essex Junction, VT 05452
(802) 391-3889

PO Box 706
Quechee, VT 05059
(802) 267-5960

Massachusetts

159 Haven St.
Reading, MA 01867
(781) 730-2766

New Hampshire

36 Maplewood Ave.
Portsmouth, NH 03801
(603) 696-3304

Rhode Island

117 Bellevue Ave
Unit 200A
Newport, RI 02840
(401) 251-2227

Check the background of your financial professional on FINRA’s BrokerCheck.

“Tenured Advisors” is a trade name and service mark owned by Tenured Holdings, LLC. Investment advisory services are provided independently by Tenured Advisors, LLC; N. Kevin Flaherty, LLC; Fitzpatrick Financial, LLC; and Morlock Financial, LLC, each a separate registered investment adviser operating under applicable SEC or state registration or exemption. These advisory firms share certain branding, marketing materials, and a common website, but each firm is solely responsible for the advisory services it provides to its own clients. The use of a common trade name does not create a partnership or joint venture, and no firm is responsible for the services or actions of any other firm.

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

The content on this website has been independently produced by Tenured Advisors. Tenured Advisors is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Tenured Advisors provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

©2026 Tenured Advisors. All Rights Reserved.

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