Find a Vermont 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.
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.
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.
Katie Muttitt - 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.
Peter Egolf - Financial Advisor
Efficiency. Simplicity. Transparency. My goal is to help you design a financial plan that leads you to maximize your financial goals without the complexity, jargon, and pressure customary in the financial industry.
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
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.
Frank Koster - Financial Advisor
With 35 years of experience in the financial industry I want to help investors save more of their own money by exposing hidden fees and investing with low-cost index funds.
Steve Schleupner - Financial Advisor, ChFC®
As a financial advisor, I take pride in developing trusting relationships with my clients and coaching them towards the goal of financial wellness.
Dan Cunningham - Founder
Please contact our Burlington office to get in touch with me: