(802) 503-8280
351 Main Street | Bennington, VT 05201
From IRAs and brokerage accounts to pensions, inheritances, and endowments, One Day In July advisors provide guidance across a broad spectrum of financial needs. We construct portfolios primarily using low-cost, tax-efficient index funds and maintain client relationships that prioritize transparency and simplicity.
One Day In July’s founder and CEO Dan Cunningham grew up in Bennington, Vermont. “We place a large focus on building relationships with our clients. Every client has a dedicated advisor – someone who really understands their situation and knows their history,” says Cunningham. “People like having a local option. They want to be able to walk into their financial advisor’s office and build a relationship with a real person.”
As fiduciaries on every account, for every client, One Day In July advisors are legally and ethically bound to act in their clients’ best interest at all times. We do not sell commission-based products and never accept compensation for choosing particular funds. Portfolios are built using only what is best for the client, with the goal of growing and preserving wealth over the long term through clear, cost-effective strategies.
One Day In July was one of just five New England-based investment advisory firms ranked in the top 50 by USA Today and Statista Inc. on their 2025 "Best Financial Advisory Firms" list. Learn more here.
One Day In July’s Bennington office is located at 351 Main Street in downtown Bennington, VT. Call (802) 503-8280, or fill out the form on this page to set up a consultation with a One Day In July financial advisor in Bennington, VT.
One Day In July licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms awarded with placement on the 2025 USA Today Best Financial Advisory Firms list (published 4.23.25) were determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). Learn more here.
Investment Management & Retirement Planning
welcome@onedayinjuly.com
(802) 503-8280
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Being a fiduciary means that we are legally and ethically obligated to always put the interests of our clients ahead of our own.
One Day In July serves a wide variety of clients throughout New England and across the United States. Our clients range from high-net-worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors and retired investors.
It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.
An index is a group of companies that make up a specific market sector or asset class. When you purchase shares of an individual company you are exposed to only that company’s gains or losses. When you purchase shares of an index fund you are purchasing exposure to all the companies in the index it tracks, all at once.
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