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Financial Advisors

Registered Investment Advisors | Always Fiduciaries

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.

Every One Day In July Financial Advisor holds a Series 65 license. Advisors are all Registered Investment Advisors. At One Day In July advisors act as fiduciaries on all accounts, all the time. Learn more about what that means here.

Advisors are available for meetings in person, on the phone, and on Zoom.

(802) 503-8280 | welcome@onedayinjuly.com

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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.

Burlington, VT | (802) 324-6469 | hans@onedayinjuly.com

Peter Egolf

Financial Advisor

Let’s optimize your investments and simplify your finances. I guide my clients in achieving their financial goals by using low-cost, diversified, and tax-efficient ETF index investments.

Burlington, VT | (802) 999-2321 | peter@onedayinjuly.com


Carrie McDonnell

Financial Advisor

I want my clients to feel empowered and engaged when making investment decisions. Investing should reflect who you are and what you value.

Rochester, VT | (802) 767-7665 | carrie.mcdonnell@onedayinjuly.com


Adam Roof

Financial Advisor

The financial industry too often prioritizes their profits over your goals. As a fiduciary financial advisor my obligation is to put your best interest first. I am passionate about understanding and reaching the financial goals of individuals, families, and organizations.

Burlington, VT | (802) 999-8604 | adam.roof@onedayinjuly.com

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.

Burlington, VT | (802) 578-6441 | nancy@onedayinjuly.com

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.

Shelburne Fiduciary Partners | (802) 338-6326 | josh@onedayinjuly.com


Frank Koster

Financial Advisor

When investing, simple is generally better than complex for several reasons. Complexity obscures costs, performance, and the overall understanding of the client, and frequently necessitates legal and/or accounting opinion, adding more costs. Further, complexity tends to impair liquidity, or the ability to convert the investment to cash. These factors, in combination with expected performance are why we are so excited to be building the practice we are here in Shelburne, Vermont.

Shelburne Fiduciary Partners | (802) 777-9768 | frank@onedayinjuly.com


Keith McCarthy

Director of Business Development at Shelburne Fiduciary Partners

Don't try to time the market and chase returns. Active management and higher fees lead to a drag on performance and tax inefficiency.

Essex, CT | (860) 581-7011 | keith@onedayinjuly.com


Katie Bensel

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.

Burlington, VT | (203) 645-4122 | katie@onedayinjuly.com

Dan Cunningham

Founder, One Day In July

Please contact our Burlington office to get in touch with me:

(802) 503-8280

welcome@onedayinjuly.com

Learn More

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DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
About the SECURE Act
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Types of Investors
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
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
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
Aim for Average
How Finacial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
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?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics

Shelburne, VT Financial Advisor

Frank Koster | Josh Kruk

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisor

Available for meetings in Stowe.

Peter Egolf

(802) 999-2321

Burlington, VT Financial Advisor

Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

Adam Roof

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Essex, CT Office

Keith McCarthy

5 Essex Square, Suite 3A

Essex, CT 06426

(860) 581-7011

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding area.

Carrie McDonnell

(802) 767-7665


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