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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.
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.
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
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
The financial industry too often prioritizes their profits over your goals. As a fiduciary financial advisor my obligation is to put your best interest first. I am passionate about understanding and reaching the financial goals of individuals, families, and organizations.
Burlington, VT | (802) 999-8604 | adam.roof@onedayinjuly.com
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.
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 Fiduciary Partners | (802) 338-6326 | josh@onedayinjuly.com
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 Fiduciary Partners | (802) 777-9768 | frank@onedayinjuly.com
Don't try to time the market and chase returns. Active management and higher fees lead to a drag on performance and tax inefficiency.
Essex, CT | (860) 581-7011 | keith@onedayinjuly.com
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.
Please contact our Burlington office to get in touch with me:
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Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
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