Nancy Westbrook, Financial Advisor

Burlington, VT



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Nancy Westbrook


I believe there is tremendous value in index funds. Your money should work for you, not Wall Street. When you combine a well-diversified portfolio of index funds and low fees, investors win.

College and Career

Throughout my career in and out of the workforce I have focused on building meaningful relationships and a sense of community. I bring that same approach to working with people to plan and invest for their future.

I am a native Vermonter, born and raised in Burlington. After graduating from the University of Vermont, I worked in accounting and professional development at Investors Bank & Trust Company (now State Street Bank) in Boston and then continued in the mutual fund services industry in a client management role at Deutsche Bank in New York City. My husband and I feel fortunate that we were able to move back to Vermont to start our family. I have spent the past several years focusing on raising our three daughters and working with many local non-profit organizations. I worked with the Clothes Exchange, which raised funds for organizations such as King Street Center, Lund Home, and Vermont Works for Women. I also worked with the Spectrum Youth and Family Center and Kayla’s Directory. For the last 10 years (and counting), I have also spent many hours volunteering in the Burlington public schools.

Investing Thoughts

I want to demystify the investment process and help people understand “where their money is”. It is more important than ever to understand how simple and straightforward financial decisions can positively impact your short-term plans and long-term goals. I am passionate about the investment philosophy at One Day In July, and a firm believer in the value of index funds. As John Bogle, founder of Vanguard and pioneer of the index fund once said, “Don’t look for the needle in the haystack. Just buy the haystack!” We seek to combine a diversified and well-balanced portfolio of index funds with very low fees to generate long term results and tremendous value for clients. I am proud that One Day In July offers our clients professionally managed portfolios at such low fee levels.

As a woman and mother of three daughters, I am excited to be a female voice in the financial industry where women remain highly underrepresented. More importantly, I am thrilled to have the opportunity to work with women of all ages and life stages to help them optimize their financial future.


More About Me

I can often be found cheering on the sidelines of the soccer and lacrosse fields, basketball courts, and hockey rinks. I enjoy getting out on Lake Champlain and tackling home renovation projects on our very old home. I also serve on the board of Kayla’s Directory.

Fast Facts

Education

University of Vermont

Hometown

Burlington, Vermont

Where I Live Now

Burlington, Vermont

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.
Index Funds
Broad market exposure, low expense.
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.
Taxes on Investments
What causes taxes within your investments?
Behavioral Finance
Nudge vs. Sludge.
Advanced Investing
Let's geek out on stats and figures.
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.
Firm Comparison
One Day In July vs the competition.
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.
Frequently Asked Questions
Good questions, real answers.
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

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