Burlington, VT Financial Advisors

Fiduciary Financial Advisors • (802) 503-8280

77 College Street | Burlington, VT 05401

Fiduciary Financial Advisors
(802) 503-8280

77 College Street | Burlington, VT 05401

One Day In July | Financial Advisors in Burlington, VT

One Day In July was named the Best Financial Planning / Investment Firm by Vermont Business Magazine in their 2023 Best of Business Awards. One Day In July is the sole Vermont-based financial advisory firm to be included on USA Today's list "Best Financial Advisory Firms 2023." Learn more about these awards here.

At One Day In July, we believe that transparency and clear communication are paramount to a successful advisor-client relationship. When you work with One Day In July, you work with a dedicated fiduciary financial advisor who you can reach directly.

One Day In July serves a wide variety of clients in Burlington, throughout Vermont, 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, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.



welcome@onedayinjuly.com (802) 503-8280

One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on 4/10/2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers. ODIJ licensed the use of the USA Today logo through a payment to Statista Inc. Firms being awarded with placement on the USA Today list (published 4/26/23) are determined by recommendations from clients and peers and a firm's growth of Assets under Management (AUM).






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Burlington, VT Financial Advisor

Hans Smith

Financial Advisor, Burlington VT

hans@onedayinjuly.com
(802) 829-6899

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Burlington, VT Financial Advisor Nancy Westbrook

Nancy Westbrook

Financial Advisor, Burlington VT

nancy@onedayinjuly.com
(802) 341-0188

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Burlington, VT Financial Advisor Peter Egolf

Peter Egolf

Financial Advisor, Burlington VT

peter@onedayinjuly.com
(802) 556-3852

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Burlington VT Financial Advisor Katie Bensel

Katie Bensel

Financial Advisor, Burlington VT

katie@onedayinjuly.com
(802) 556-3851

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Burlington VT Financial Adam Roof

Adam Roof

Financial Advisor, Burlington VT

adam@onedayinjuly.com
(802) 556-3850

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Burlington VT Financial Dan Cunningham

Dan Cunningham

Founder, One Day In July

welcome@onedayinjuly.com
(802) 503-8280

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Low Fees Matter

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.


Fiduciary Financial Advisors

Being a Fiduciary financial advisor means that we are legally and ethically obligated to always put our client's interests first.

Assets under Management

We invest money for individuals, foundations, non-profits, businesses, municipalities, pensions, and 401k / 403b plans.


Types of Accounts We Manage

Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.

Investment Management | Burlington, VT Office

(802) 503-8280


One Day In July | Fiduciary Financial Advisors

With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.

DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Financial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

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Burlington, VT Financial Advisor

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772

Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188


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