Hartford, Vermont Financial Advisor

Many prospective clients from Hartford have been coming in looking for a financial advisor and asking the question, "Are you fiduciaries?" With great pride, our answer is yes!

Let's dive into what being a fiduciary means:

→ What is a fiduciary?

Definition: A standard for financial advisors that legally requires them to operate in the client's best interest for the entire relationship duration. At no point are they permitted to put their interests, or the interests of their employer, ahead of the client's.

Carrie McDonnell is a One Day In July financial advisor. Carrie works throughout Windsor County, Vermont, including Hartford, Vermont, and has this to say about being a fiduciary: "I want my clients to feel empowered and engaged when making investment decisions. Investing should reflect who you are and what you value."

→ Why do you want a fiduciary?

It's important to know that not all financial professionals are subject to the fiduciary standard. Some money managers operate under the Best Interest Standard, which only requires advisors to place the client’s interest ahead of their own at the specific time a recommendation is being made rather than at all times throughout the relationship. As a result, these money managers may not always be acting in your best interest.

→ What companies are fiduciaries?

• View a firm comparison on this issue
• Learn more about what it means to be a fiduciary

Schedule an initial meeting with Carrie McDonnell in person, via Zoom, or over the phone. Contact her at (802) 829-6954 or carrie.mcdonnell@onedayinjuly.com.

Hartford, VT | Windsor County, VT