fiduciary financial advisor






Fiduciary

One Day In July Advisors are Fiduciaries, Always.

A critical part of being your financial advisor is that we are fiduciaries, which means that we represent only the interests of our clients. No one pays us other than our clients. We are 100% independent in our decision making, and we do not cross-sell other products. One Day In July is a fee-only advisory firm, and we do not earn commissions.

A fiduciary financial advisor is a person who holds a legal or ethical relationship of trust with their client, and we take this trust seriously. As your fiduciaries, we are required to act in your best interest. We act on your behalf at all times, with no exceptions.

Many Americans believe that all financial advisors are fiduciaries, which is not true. Not all financial advisors are fiduciaries. At One Day In July, we are qualified to act on behalf of our clients with undivided loyalty and in good faith. We are obligated to follow the fiduciary standard, and this is our highest priority. The best fiduciary financial advisor is one who will listen to you and to your concerns, look at your whole financial picture, and make the best financial decisions for you and for your future, without compromise.

The Latin verb “federe” – to trust – is at the source of the word “fiduciary.” Trust is at the root of all we do here at One Day In July, and we take this trust seriously.

late 16th century (in the sense 'something inspiring trust; credentials'): from Latin fiduciarius, from fiducia 'trust', from fidere 'to trust'.