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About Paul Decelles Financial Strategies

At Paul Decelles Financial Strategies, our client service model follows our own specialized 3D Process.  Before we make any investment recommendations, and before we invest a single dime of client assets, we take our clients through a three-step process.

  1. Discovery and definition of your financial goals
  2. Designing a long term plan for pursuit of those goals
  3. Deploying a portfolio strategy based on investments seeking to provide the long term returns that the plan requires.
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Serving the Northeast Kingdom of Vermont with comprehensive financial planning since 1995

Our 3D Process

Discovery and definition of your financial goals.

Designing a long term plan for pursuit of those goals.

Deploying a portfolio strategy based on investments seeking to provide the long term returns that the plan requires.

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Our History

Founded as Royer Financial Services in 1973, Paul has been serving clients since joining the company in 1993.  He purchased Royer Financial in 1995.

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Our Mission

To provide our clients with outstanding strategic financial advice, delivered with comprehensive financial planning and first-rate service.

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What's in a name?

Our name -- Paul Decelles Financial Strategies -- indicates the service and advice we provide to clients. We are strategic. Through our 3D-Process we evaluate your financial planning status and make recommendations to address shortfalls and to encourage achievement of goals. Our plans consider legacy planning; family security to address the risk of premature death, disability and infirmity in old age; tax planning; retirement income plans; education planning; and investment and insurance strategies designed to pursue them all.

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Meet Our Team

Therese Clowery

Therese Clowery

LPL Registered Administrative Assistant

(802) 334.2100

(802) 323.1654

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