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Shelburne Fiduciary Partners, an affiliate of One Day In July, utilizes a team-based approach to provide advisory services to its individual and institutional clients.
Shelburne Fiduciary Partners Financial Advisors are registered as Investment Advisor Representatives with One Day In July LLC, an SEC-Registered Investment Advisory Firm headquartered in Burlington, Vermont.
Financial Advisor
(802) 777-9768
frank@onedayinjuly.com
Frank Koster is a Managing Partner and co-founder of Shelburne Fiduciary Partners. Frank has over 30 years of experience in investment management and is responsible for the firm's investment strategy and managing client relationships.
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding areas.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.
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