Burlington, VT Financial Advisors

Types of Accounts We Manage

One Day In July serves a wide variety of clients 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, and retired investors.

Low Fees Matter

It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.

Vermont Retirement Planning

In Vermont Retirement Planning, it is not true that "all financial advisors are the same." We would like to point out important differences between One Day In July LLC and other investment management firms.

Vermont Wealth Management

A new era of Vermont wealth management is dawning, as One Day In July LLC gets between investors and the financial industry and strips away the excessively high fees that have been muting returns. Actively managed mutual funds are a culprit, and instead of using them we use collections of low-cost index funds.

Vermont Financial Advisor

By using index funds and charging low fees, our financial advisors aim to improve investment management in Vermont and nationwide.

Financial Advisor for Colchester, VT

When choosing a firm for investment management and retirement planning in Colchester, Vermont, it is especially important to consider the fees each firm will charge for managing your portfolio.