Locations

Fiduciary Financial Advisors • (802) 503-8280
Fiduciary Financial Advisors
(802) 503-8280

UNITED STATES
Financial Advisors

(800) 373-2040
welcome@onedayinjuly.com

We service clients across the United States. Meetings are available in person, on the phone and on Zoom. Contact our main office to connect with an advisor.



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BURLINGTON, VERMONT
Financial Advisors

(802) 503-8280
welcome@onedayinjuly.com

77 College Street
Burlington, VT 05401



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WAYNE, PENNSYLVANIA
Financial Advisors

(610) 673-0074
peter@onedayinjuly.com

851 Duportail Rd, 2nd Floor
Chesterbrook, PA 19087



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SHELBURNE, VERMONT
Financial Advisors

(802) 777-9768
frank@onedayinjuly.com

145 Pine Haven Shores Rd Suite 2212
Shelburne, VT 05482



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ROCHESTER, VERMONT
Financial Advisors

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

Available for meetings in Rochester, Vermont and the surrounding area.



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BENNINGTON, VERMONT
Financial Advisors

(802) 735-8772
michael.vaneyck@onedayinjuly.com

Available for meetings in Bennington, Vermont, Albany, NY, and the surrounding areas.



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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
Square Mailers
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 Finacial 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

Shelburne, VT Financial Advisor

Frank Koster

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Wayne, PA Financial Advisor

Peter Egolf | Adam Roof

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisor

Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

Adam Roof

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Rochester, VT Financial Advisor

Carrie McDonnell

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Michael van Eyck

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772


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

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