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Financial Advisors
Registered Investment Advisors | Always Fiduciaries
It is rare to find a financial advisor dedicated to both personal attention and low fees. That is One Day In July. By using index funds and charging low fees, our financial advisors aim to improve investment management in Vermont and nationwide.
Every One Day In July Financial Advisor holds a Series 65 license. Advisors are all Registered Investment Advisors. At One Day In July advisors act as fiduciaries on all accounts, all the time. Learn more about what that means here.
Advisors are available for meetings in person, on the phone, and on Zoom.
Carrie McDonnell
Financial Advisor
I want my clients to feel empowered and engaged when making investment decisions. Investing should reflect who you are and what you value.
Rochester, VT | (802) 767-7665 | carrie.mcdonnell@onedayinjuly.com
Nancy Westbrook
Financial Advisor
I believe there is a 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.
Burlington, VT | (802) 578-6441 | nancy@onedayinjuly.com
Keith McCarthy
Financial Advisor
Don't try to time the market and chase returns. Active management and higher fees lead to a drag on performance and tax inefficiency.
Shelburne, VT, Darien, CT | (203) 554-9466 | keith@onedayinjuly.com
Hans Smith
Financial Advisor | Financial Planner
I enjoy teaching clients the value of low-cost asset class diversification. Every investment position in a portfolio should serve a purpose, and that purpose should not be to benefit your broker.
Burlington, VT | (802) 324-6469 | hans@onedayinjuly.com
Katie Bensel
Financial Advisor, CCFC
Investing does not have to be complicated. As a financial advisor, I want to help clients gain knowledge and be in control of their finances.
Burlington, VT | (203) 645-4122 | katie@onedayinjuly.com
Peter Egolf
Financial Advisor
Let’s optimize your investments and simplify your finances. I guide my clients in achieving their financial goals by using low-cost, diversified, and tax-efficient ETF index investments.
Burlington, VT | (802) 999-2321 | peter@onedayinjuly.com
Josh Kruk
Financial Advisor
The worst investing decisions are usually driven by fear or greed. You can't control the market but the market can control you if you let it.
Shelburne, VT | (802) 338-6326 | josh@onedayinjuly.com
Frank Koster
Financial Advisor
When investing, simple is generally better than complex for several reasons. Complexity obscures costs, performance, and the overall understanding of the client, and frequently necessitates legal and/or accounting opinion, adding more costs. Further, complexity tends to impair liquidity, or the ability to convert the investment to cash. These factors, in combination with expected performance are why we are so excited to be building the practice we are here in Shelburne, Vermont.
Shelburne, VT | (802) 777-9768 | frank@onedayinjuly.com
Dan Cunningham
Founder, One Day In July
Please contact our Burlington office to get in touch with me:
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