Paul Barry

I have been an investment advisor for 27 years. I view myself not just as a financial advisor, but as an advocate for the investor. The mission of One Day In July matches my ethics and fuels my enthusiasm.

New Hampshire Financial Advisor

I grew up outside of Boston in a loving, working-class family of ten kids. Our parents instilled the values of hard work, education and above all compassion in all of their children, resulting in fourteen college and graduate degrees and much volunteering. I entered the University of New Hampshire as an art major and graduated in 1988 with a business degree. I bring a bit of both disciplines to my career as a financial advisor.

I've lived on the New Hampshire seacoast since 1999, helping to raise three wonderful and active sons: Jack, Owen and Will. With two in college (Virginia Tech and NYU) and one at Exeter High School, life as a busy dad is hectic but joyful. When not watching hockey or lacrosse games, I can be found surfing at Jenness Beach or skiing in the White Mountains.

Seasoned Professional, Client-Focused, Fiduciary

After a successful career at two of the largest investment firms in the world - twenty-one years at Merrill Lynch, three at Wells Fargo Advisors - advising individuals and corporations on investment matters, I am excited to be part of One Day In July, a firm that serves clients in an ethical and transparent manner. My business motto is: "Lowering fees, raising standards." Each client is an individual, with a unique story, set of goals, and portfolio. I understand my clients' needs and goals, and they know that I devote quality time to get them where they need - and want - to be.

Community Counts

I deeply value helping my community. Currently, I am involved with the following organizations:

• CASA NH, Guardian ad Litem - Advocating for abused children in NH courts/foster care systems
• NH State Board of Mental Health Practice, member
• Exeter Hospital United-in-Wellness Committee - Co-chair

Non profit organizations that I have served over the years:

• Community Child Care Center, Portsmouth - Past Board Member
• Hampton Youth Athletic Association - Flag Football coach, eight years
• Education for All Children EFAC. Sponsor, Past Board Member
• 3S Artspace, Portsmouth, Past Board Member

"Jeopardy" and Other Fun Facts

In 2001 I fulfilled a childhood dream when I competed on the game show "Jeopardy." I am also an avid surfer - even during the NH winter!

Fast Facts

Education

University of New Hampshire

Hometown

Somerville, Massachusetts

Where I Live Now

Exeter, New Hampshire

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.
About Us: Past and Future
Founded on a simple idea, growing fast.
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
Who We Serve
We work with clients nationwide from all financial backgrounds.
When Should I Invest?
Life transistions = 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.
Index Funds
Broad market exposure, low expense.
Behavioral Finance
Nudge vs. Sludge.
Advanced Investing
Let's geek out on stats, figures, and fundamentals.
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 resaerch 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.
Inflation
Inflation through the investment lense.
Retired Investing
Retiring? Let us help.
Young Investors
Plant a seed, watch it grow.
High Net Worth Investors
Preserve and grow your wealth.
Investing an Inheritance
Prioritizing and planning for the future.
Widowed Investors
Managing money after a loss.
Female Investors
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

New Hampshire

Maryland

United States

Services

Individuals

401k Plans

Institutions

Environmental

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

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Steve Schleupner

(301) 514-4499

Burlington, VT Financial Advisor

Hans Smith | Katie Muttitt

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Portsmouth, NH Financial Advisor

Paul Barry

4 Market Street, 2nd Floor

Portsmouth, NH 03801

(603) 531-3773

Frederick, MD Financial Advisor

Available for meetings in Frederick.

Steve Schleupner

(301) 514-4499


Disclosures

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