Low-fee wealth management and retirement planning tailored to Five College faculty, staff, local business owners, and families — served from our nearby Northampton office just 15 minutes away.
Key Takeaways
Pioneer Valley proximity: Located just ~15 minutes across the Connecticut River from Amherst via Route 9 to our 6 Crafts Avenue office in Northampton.
Always fiduciaries: We operate under a 100% fiduciary mandate, endeavoring to minimize product commissions, sales quotas, and revenue-sharing conflicts.
Institutional-quality index investing: Lowering total portfolio costs by building diversified portfolios with low-cost index ETFs (exchange-traded funds).
Experienced financial advisors: Experienced in reviewing workplace retirement packages (TIAA, 403(b), 401(a), 457(b)) for academic and research staff.
Is there a fee-only financial advisor near Amherst, MA?
Yes. One Day In July serves clients throughout Amherst, North Amherst, and South Amherst from our office on Crafts Avenue in downtown Northampton. Whether you work within the Five Colleges consortium (UMass Amherst, Amherst College, Hampshire College), own a business on Amherst Center's Main Street, or are planning your retirement, we provide transparent, fee-only wealth management.
Why is low-fee investing crucial for Amherst higher-ed and research professionals?
Workplace retirement programs often feature lengthy menus of expensive, actively managed mutual funds or complex annuity structures that charge high ongoing expense ratios. Over decades, those extra percentage points in fees can negatively affect your total compound growth. Our approach centers on low-cost, broad-market index ETFs to keep your investment overhead down so more of your returns stay in your account.
Set up a consultation today to see how a fee-only, fiduciary approach could fit your goals.
