(802) 503-8280
77 College Street | Burlington, VT 05401
(802) 503-8280
77 College Street | Burlington, VT 05401
One Day In July was named the Best Financial Planning / Investment Firm by Vermont Business Magazine in their 2024 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 2024." 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 financial advisor who you can reach directly.
One Day In July serves a wide variety of clients in Burlington, 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, and retired investors.
welcome@onedayinjuly.com
(802) 503-8280
Firms being awarded with placement on the 2024 USA Today Best Financial Advisory Firms list (published 4.23.24) are determined by recommendations from clients and peers and a firm's development of assets under management (AUM) in both the short-term (1-year) and long-term (5-years). ODIJ licensed the use of the USA Today award name and logo through a payment to Statista Inc. Learn more here.
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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.
Wondering when you can retire? We can map out a timeline and a distribution strategy for you, taking into consideration factors like the amount of income you hope to have during your golden years, when to begin taking Social Security payments, taxes, inflation, and other financial goals you may have.
Being a Fiduciary means that we are legally and ethically obligated to always put our client's interests first.
Simplicity drives risk reduction. By distilling investments and accounts to their simplest form, our financial advisors reduce the risk inherent in complexity. Our firm is built on stable pillars in finance: we use Vanguard and iShares index funds, among others, and client money is held at Charles Schwab and other established firms. We primarily purchase ETFs but hold mutual funds and other securities as well.
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