Contact a One Day In July Financial Advisor Today

Interested in investing, or just want more information? Contact one of our financial advisors today for a free consultation. We serve clients across the country from our two New England Offices.

Not sure who to contact? Call our main office at (802) 503-8280 to speak with knowledgable advisor, Katie Bensel. Katie will direct you to the right advisor based on your own individual financial situation.

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Burlington, Vermont Office

 Phone: (802) 503-8280
Email: welcome@onedayinjuly.com

77 College Street #3A
Burlington, VT 05401
click here for map and directions
Hans Smith
Phone: (802) 324-6469
Email: hans@onedayinjuly.com
more info

Katie Bensel
Phone: (203) 645-4122
Email: katie@onedayinjuly.com
more info

Nancy Westbrook
Phone: (802) 578-6441
Email: nancy@onedayinjuly.com
more info

Peter Egolf
Phone: (802) 999-2321
Email: peter@onedayinjuly.com
more info

Dan Cunningham
Contact the Burlington, VT Office
Phone: (802) 503-8280
Email: welcome@onedayinjuly.com
more info

Shelburne, Vermont Office

 Phone: (802) 777-9768
Email: frank@onedayinjuly.com

5247 Shelburne Rd. #101
Shelburne, VT 05482
click here for map and directions

Josh Kruk
Phone: (802) 338-6326
Email: josh@onedayinjuly.com
more info

Frank Koster
Phone: (802) 777-9768
Email: frank@onedayinjuly.com
more info

Keith McCarthy
Phone: (203) 554-9466
Email: keith@onedayinjuly.com
more info
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 Muttitt

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


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(802) 503-8280 | welcome@onedayinjuly.com
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