Find a Financial Advisor
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.
Not sure who to contact? Call our main office at (802) 503-8280, or fill out the form below, and we will connect you with a knowledgeable financial advisor.
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. Learn More
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. Learn More
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. Learn More
Shelburne, VT | Darien, CT
Hans Smith - Financial Advisor
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. Learn More
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. Learn More
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. Learn More
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. Learn More
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. Learn More
Dan Cunningham - Founder
Please contact our Burlington office to get in touch with me:
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