Financial Advisor, Hanover NHnancy@onedayinjuly.com
As fiduciary financial advisors, we invest using low cost, tax efficient index fund investments. We are fiduciaries on all accounts, for all clients, all the time.
We believe there is tremendous value in index funds. Your money should work for you, not Wall Street. When you combine a well-diversified portfolio of index funds and low fees, investors win.
One Day In July serves a wide variety of clients throughout New Hampshire, and across the United States. Our clients range from high net worth individuals to middle-income families, from foundations, non-profits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k retirement plan seekers.
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).ODIJ licensed the use of the USA Today logo through a payment to Statista Inc.
Our office in Hanover, NH is located at 26 South Main Street, Unit 4.
Available for meetings in Rochester, VT and surrounding areas.
Available for meetings in Bennington, VT and surrounding areas.