Vermont Financial Advisors | Burlington, VT

One Day In July | Financial Advisors in Burlington, VT

One Day In July was one of just five New England-based investment advisory firms ranked in the top 50 by USA Today and Statista Inc. on their 2026 "Best Financial Advisory Firms" list. Learn more 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 in Burlington, 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

(802) 503-8280

One Day In July licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms awarded with placement on the 2026 USA Today Best Financial Advisory Firms list (published 4.15.26) were 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.

Nancy Westbrook

Financial Advisor, Burlington VT

nancy@onedayinjuly.com
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(802) 341-0188

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Seth Gillim

Financial Advisor, Burlington VT

seth.gillim@onedayinjuly.com
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(802) 556-3850

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Dan Cunningham

Founder, One Day In July

welcome@onedayinjuly.com
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(802) 503-8280

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Chris McKeown

Financial Advisor, Burlington VT

chris.mckeown@onedayinjuly.com
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(802) 735-8772

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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.

Retirement Planning

Wondering when you can retire? We can map out a timeline and a distribution strategy for you, taking into consideration factors like the amount of income you hope to have during your golden years, when to begin taking Social Security payments, taxes, inflation, and other financial goals you may have.

Investment Risk Reduction

Simplicity drives risk reduction. By distilling investments and accounts to their simplest form, our financial advisors reduce the risk inherent in complexity. Our firm is built on stable pillars in finance: we use Vanguard and iShares index funds, among others, and client money is held at Charles Schwab and other established firms. We primarily purchase ETFs but hold mutual funds and other securities as well.

Burlington, VT Financial Advisors

Investment Management | Retirement Planning

Investment Management | Retirement Planning