Contact One Day In July Today

Interested in investing, or just want more information? Contact us today to set up a free consultation with a One Day In July Advisor. All advisors are fiduciaries on all accounts so you know that your interests will always be put first.

Our financial advisors service clients across the country. We have two Vermont offices, but advisors are available for meetings far beyond our office locations. Meetings are available in person, on the phone and on Zoom.


Contact a Fiduciary Financial Advisor now.

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Hans Smith

(802) 324-6469
hans@onedayinjuly.com
more info

Katie Bensel

(203) 645-4122
katie@onedayinjuly.com
more info

Nancy Westbrook

(802) 578-6441
nancy@onedayinjuly.com
more info

Peter Egolf

(802) 999-2321
peter@onedayinjuly.com
more info

Dan Cunningham

(802) 503-8280
welcome@onedayinjuly.com
more info

Carrie McCdonnell

(802) 767-7665
carrie.mcdonnell@onedayinjuly.com
more info

Josh Kruk

(802) 338-6326
josh@onedayinjuly.com
more info

Frank Koster

(802) 777-9768
frank@onedayinjuly.com
more info

Keith McCarthy

(203) 554-9466
keith@onedayinjuly.com
more info


Burlington, Vermont Office

(802) 503-8280
welcome@onedayinjuly.com
77 College Street #3A
Burlington, VT 05401
map and directions


Shelburne, Vermont Office

(802) 777-9768
frank@onedayinjuly.com
5247 Shelburne Road #101
Shelburne, VT 05482
map and directions


One Day In July financial advisors are available for meetings across Vermont, including Stowe, Rochester, Montpelier and most other Vermont towns and cities located in Northern Vermont, Central Vermont and Southern Vermont. Beyond Vermont, One Day In July has advisors who frequently have meetings in Darien, Connecticut, Wayne, Pennsylvania, and Portsmouth, New Hampshire.

Learn more about each financial advisor here.

How We Are Different
Low-fee index funds. Transparent & fiduciary financial advisors.
Local Financial Advisor
We are in your community. We are local.
Investment Management
We tailor to each client. Index funds at the core.
Index Funds
Broad market exposure, low expense.
Dan's Corner
Meaningful musings from our founder.
Fiduciary
Your best interests are our priority.
Low Fees
Our fees are among the lowest in the nation.
Financial Planner
Financial advisor optimizes your financial picture.
U.S. Treasury Bonds
Use Treasury Bonds to reduce risk.
Book Recommendations
Here are some of our favorites.
Inflation
What is inflation, and what causes inflation.
When Should I Invest?
Life transitions = important financial decisions.
Retirement: 401k and More
Retiring? Plan the future you want.
IRA Rollovers
401k Rollovers. IRA Rollovers
Active vs. Passive Investing
We believe there is a winner in this debate.
The Investment Process
How we work: low-cost index funds, personalized attention.
Simplicity
Simplicity is the ultimate sophistication.
Investing: What to Focus On
Low-fee index funds. fee-only advisor.
Switching Financial Advisors
Can be uncomfortable, but an important step.
Advisor Recruiting
We attract top-tier talent. Not your usual firm.
Basic Investing
Let's start with Investing 101.
Understanding Your Financial Statement
Let's break it down to basics.
Taxes on Investments
What causes taxes within your investments?
Behavioral Economics
The less emotion, the better.
Timing the Market in 2020
2020 - a case study in the futility of market timing.
How Financial Firms Bill
Fee-based vs. fee-only, and lots more.
Who Supports Indexing?
Bogle, Swensen, Buffett, and others.
Transparency
One click to see our fees.
Mutual Funds vs ETFs
Clarifying the difference.
Does Stock Picking Work?
The research says no.
Countering Arguments Against Index Funds
What happens in a down market?
Annuities
Lots of fees, little clarity.
How Do Mutual Funds Work?
Invest in the basket.
How to Relieve Financial Stress
New client? anxiety is normal.
Financial Terms Glossary
Common investment terms you should know.
Firm Comparison
One Day In July vs the competition.
Retirement Investing
Retiring? Let us help.
Accounts We Manage
We manage a wide range of investment account types.
Pay Yourself First
Saving and Investing for the future.
Investing an Inheritance
Prioritizing and planning for the future.
Frequently Asked Questions
Good questions, real answers.
Women and Investing
Your voice needs to be heard. We are listening.
For the Business Owner
Choosing what's best for your business.
Environmental Investing
Carbon intensity, fossil fuels.

Locations

Vermont

Connecticut

United States

Services

Individuals

401k Plans

Institutions

Environmental

Account Types

Differentiators

Cash Flows

Low Fees

Fiduciary

Dedicated Advisor

Materials

Advisors: Join Us

Careers

Articles on Investing

About the Secure Act

Quarterly Booklets

Resources

Vermont Investment Management

Vermont Retirement Planning

Vermont Wealth Management

Vermont Financial Advisors

Investment Tools

In the Media

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk | Keith McCarthy

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Peter Egolf

(802) 999-2321

Burlington, VT Financial Advisor

Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Darien, CT Financial Advisor

Available for meetings in Darien.

Keith McCarthy

(203) 554-9466

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665


Form CRS & Disclosures
(802) 503-8280 | welcome@onedayinjuly.com
Why The Name?

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