(802) 503-8280
77 College Street | Burlington, VT 05401
(802) 503-8280
77 College Street | Burlington, VT 05401
As financial advisors, we provide personalized investment management and financial advice to individuals, families, and institutions. We work with clients to understand their financial goals and build investment solutions.
Always Fiduciaries. We are fiduciaries on all accounts, for all clients. This means that the interests of our clients always come first. We do not accept commissions to sell you products, and we do not participate in mutual fund revenue sharing agreements. As fee-only fiduciaries, we receive payments only from our clients. This helps eliminate common conflicts of interest that can arise in the financial industry.
Low Fees. One Day In July was founded on the mission of lowering investment fees, while improving portfolio performance. Our goal is to reduce advisory fees and eliminate other often unnecessary fees that can end up dragging down the performance of your portfolio over time.
Index Fund Investing. Our diversified index investment strategy uses ETFs to keep fees low and mitigate taxes. We primarily build client portfolios with low-cost index funds. Client portfolios can typically be transferred to One Day In July in-kind, which means there is typically no tax consequence for doing so.
Free Consultations. Use the form on this page or the contact information below to set up a free consultation. We can review your current statements and determine if a switch could help you save – and earn – more in the long run.
welcome@onedayinjuly.com
(802) 503-8280
One Day In July licensed the use of the USA Today award name and logo through a payment to Statista Inc. Firms awarded with placement on the 2026 USA Today Best Financial Advisory Firms list (published 4.15.26) were 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). Learn more here.
Get Started Today.
Financial Advisor, Burlington VT
jennifer.martinez@onedayinjuly.com(802) 556-3851
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.
Complexity tends to come with risk, which is why One Day In July strives for simplicity. 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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