Shelburne VT Financial Advisor Office

Frank Koster | Josh Kruk | Keith McCarthy

(802) 777-9768
5247 Shelburne Rd, Suite #101
Shelburne, VT 05482

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The One Day In July Shelburne office is located at the intersection of Shelburne Road, Falls Road, and Harbor Road in downtown Shelburne, Vermont. The office sits in the big yellow building between The Flying Pig Book Store and The Bearded Frog Bar & Grill.

Parking is available in the lot on the side of the building.

Shelburne Financial Advisors

Frank Koster
(802) 777-9768 |

Josh Kruk
(802) 338-6326 |

Keith McCarthy
(203) 554-9466 |

Risk Management
Identify, monitor, and manage risk.
Index Funds
Broad market exposure, low expense.
Accounts We Manage
We manage a wide variety of accounts.
Our Fees
Consistently low fees.
Environmental Investing
Focused, sustainable investing options.
Environmental Articles
Sustainable, environmental insights by financial advisor Josh Kruk.
Prioritizing and planning for the future.
Mutual Funds vs ETFs
Clarifying the difference.
Frequently Asked Questions
Good questions, real answers.
Portfolio Construction
Construction & strategy
Timing the Market in 2020
2020 - a case study in the futility of market timing.
Active vs Passive Investing
We believe there is a winner in this debate.

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk | Keith McCarthy

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Darien, CT Financial Advisor

Available for meetings in Darien.

Keith McCarthy

(203) 554-9466

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