Bennington, VT
Financial Advisors

Retirement Planning | Investment Management

One Day In July | Bennington, VT Financial Advisors

A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.

One Day In July was named the Best Financial Planning / Investment Firm by Vermont Business Magazine in their 2024 Best of Business Awards. One Day In July is the sole Vermont-based financial advisory firm to be included on USA Today's list "Best Financial Advisory Firms 2024." Learn more about these awards here.

At One Day In July, we believe that transparency and clear communication are paramount to a successful advisor-client relationship. When you work with One Day In July, you work with a dedicated financial advisor who you can reach directly.

One Day In July serves a wide variety of clients throughout Vermont, and across the United States. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors and retired investors.

welcome@onedayinjuly.com Telephone icon

(802) 503-8280

One Day In July was notified of its status as winner of the 2024 Best Financial Planning / Investment Firm award on 4.11.24. Winners of VermontBiz's 2024 BOB Awards were determined by a survey of Vermont Business Magazine readers conducted from January 1 – March 1, 2024. ODIJ licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms being awarded with placement on the 2024 USA Today Best Financial Advisory Firms list (published 4.23.24) are determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). Learn more here.

Dan Cunningham

Financial Advisor, Bennington VT

welcome@onedayinjuly.com
Telephone icon

(802) 503-8280

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Always Fiduciaries

Being a fiduciary means that we are legally and ethically obligated to always put our client's interests first.

Types of Accounts We Manage

One Day In July serves a wide variety of clients across the United States. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors and retired investors.

Low Fees Matter

It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.

Index Fund Investing

An index is a group of companies that make up a specific market sector or asset class. One of the most well known indexes is the S&P 500. The S&P 500 is an index of the 500 largest public companies in the U.S.