Rochester, VT Financial Advisor

Fiduciary Financial Advisor • (802) 829-6954
Fiduciary Financial Advisor
(802) 829-6954
"I want my clients to feel empowered and engaged when making investment decisions. Investing should reflect who you are and what you value."

Carrie McDonnell is a Fiduciary Financial Advisor who works with clients on a variety of account types including (but not limited to): Traditional and Roth IRAs, individual and joint brokerage accounts, trust accounts, inherited retirement accounts, non-profit and business brokerage accounts, and workplace retirement plans.

Carrie McDonnell

(802) 829-6954

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One Day In July was named the Best VT Financial Planning / Investment Firm by Vermont Business Magazine in their 2023 Best of Business Awards.

Pictured here are financial advisors Katie Bensel, Nancy Westbrook, Carrie McDonnell, and Hans Smith.

One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on April 10, 2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers.

Carrie is available for meetings in person in Rochester Vermont, Rutland Vermont, Killington Vermont, Chittenden Vermont, Brandon Vermont, and the surrounding area. Carrie is also available for meetings on the phone and on Zoom.

One Day In July | Rochester, VT Financial Advisor
One Day In July is an independent investment advisory firm. We invest using low cost, tax efficient index fund investments. We are fiduciary financial advisors on all accounts, for all clients, all the time.
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
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
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
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

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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

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