One Day In July aims to have a local financial advisor who is experienced and accessible throughout small towns in Vermont. Our availability continues to expand as we now have offices throughout the state and beyond.
Many doctors, teachers, and dentists have come into our office traveling from Middlebury, Vermont, looking for a local financial advisor. Larger institutional companies generally focus on larger markets and larger account sizes for in-person meetings. We meet with families in many small Vermont towns. It’s our DNA.
Our founder Dan Cunningham grew up in rural Bennington, Vermont, and genuinely understands the struggle with finding quality and convenient services. He has made it a mission of One Day In July to continue to expand the team so there is a local financial advisor who can cover many rural towns in Vermont.
One Day In July has low and transparent fees, which helps maximize returns for our clients’ portfolios. In addition, our index fund investment approach is supported by academic research, revealing the value of a diversified portfolio.
Carrie McDonnell is a local financial advisor with One Day In July who works from Central Vermont. She is a Dartmouth College master's program alumna. Carrie is excited to share her wealth management knowledge throughout Middlebury and the surrounding towns. Carrie can schedule in-person meetings with a wide range of clients throughout central Vermont.
To schedule an initial meeting with Carrie McDonnell, in person or over the phone, please contact her at (802)-767-7665 or carrie.mcdonnell@onedayinjuly.com.
Middlebury, VT • Central VT
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