Burlington, VT Financial Advisors

Fiduciary Financial Advisors • (802) 503-8280

77 College Street | Burlington, VT 05401

Fiduciary Financial Advisors
(802) 503-8280

77 College Street | Burlington, VT 05401

One Day In July | Financial Advisors in Burlington, VT

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 fiduciary 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, retiring investors, 529 Plan savers, and 401k retirement plan seekers.



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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.



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Photo of One Day In July Financial Advisor Hans Smith

Hans Smith

Financial Advisor, Burlington VT

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Telephone icon(802) 829-6899

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Photo of One Day In July Financial Advisor Nancy Westbrook

Nancy Westbrook

Financial Advisor, Burlington VT

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Telephone icon(802) 341-0188

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Dan Cunningham

Founder, One Day In July

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Photo of One Day In July Financial Advisor Peter Egolf

Peter Egolf, CFP®

Financial Advisor, Burlington VT

Envelope iconpeter@onedayinjuly.com
Telephone icon(802) 556-3852

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Drawing of the Burlington, VT waterfront with Mt Mansfield behind it

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.

Fiduciary Financial Advisors

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


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.

Investment Management | Burlington, VT Office

Telephone icon(802) 503-8280


DIFFERENTIATORS
GETTING STARTED
MATERIALS
How We Are Different
Understanding Your Financial Statement
Investing with Low Cost Index Funds
Pay Yourself First
Articles by Dan Cunningham
Vermont Financial Planning
Investor Resources
Quarterly Booklets
Why Use a Fiduciary Financial Advisor?
Financial Planning
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Fee Calculator
Frequently Asked Questions
Types of Investors
Book Recommendations
Square Mailers
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
New Hampshire Financial Advisors
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Taxes on Investments
How Financial Firms Bill
Low Investment Fees
Retirement Financial Planning
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Investing Concepts
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio
Donor-Advised Fund vs. Private Foundation

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Burlington, VT Financial Advisors

77 College Street, Suite 3A

Burlington, VT 05401

(802) 503-8280

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