A sound investment strategy meets your objectives and adapts as your life changes. With a consistent strategy and proper oversight, investing in your future will create a sense of comfort while growing wealth.
One Day In July was named the Best Financial Planning / Investment Firm by Vermont Business Magazine in their 2023 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 2023." 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 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.
One Day In July was notified of its status as winner of the Best Financial Planning / Investment Firm award on 4/10/2023. Winners of Vermont Biz's BOB Awards are determined by a survey of VT Business Magazine readers. ODIJ licensed the use of the USA Today logo through a payment to Statista Inc. Firms being awarded with placement on the USA Today list (published 4/26/23) are determined by recommendations from clients and peers and a firm's growth of Assets under Management (AUM).
Available for meetings in Rochester, VT and surrounding areas.
Available for meetings in Bennington, VT and surrounding areas.